Kevin James Imhoff

Employer firm

Hbw Advisory Services LLC CRD 143665

$1.75B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2008 → 06/2017
  Hbw Securities Llc
  Simi Valley, CA
• 07/2008 → Present
  Blue Diamond Financial Solutions
  Lansing, MI
• 01/2010 → Present
  Hbw Advisory Services Llc
  Simi Valley, CA
• 07/2008 → Present
  Blue Diamond Enterprises, Llc
  Lansing, MI
• 04/2016 → Present
  Blue Diamond Financial Coaching Llc
  Lansing, MI
• 06/2017 → 09/2023
  Cetera Advisor Networks Llc
  El Segundo, CA
• 01/2018 → 12/2019
  Elite Marketing Group
  Lansing, MI
• 03/2018 → 12/2020
  Blue Diamond Business Solutions
  Lansing, MI
• 08/2008 → Present
  Hbw Insurance & Financial Service, Inc. Dba Hbw Partners
  Simi Valley, CA

Previous Registrations

• 2016-05-12 → 2024-01-23
  Blue Diamond Financial Coaching Llc
  Lansing, MI

Other Businesses

(1) NAME OF OTHER BUSINESS: BLUE DIAMOND FINANCIAL COACHING, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL PLANNING SERVICES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 4/2016 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISORY REPRESENTATIVE: (2) NAME OF OTHER BUSINESS: HBW ADVISORY SERVICES, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: HBW ADVISORY SERVICES LLC PRIMARILY SERVICES THE FINANCIAL PLANNING AND INVESTMENT MANAGEMENT NEEDS OF INDIVIDUALS AND SMALL BUSINESSES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 1/2010 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISORY REPRESENTATIVE (3) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 4/2017 APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 4 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG TERM CARE (4) NAME OF OTHER BUSINESS: BLUE DIAMOND ENTERPRISES, LLC DBA BLUE DIAMOND FINANCIAL SOLUTIONS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 7/2008 POSITION/TITLE/RELATIONSHIP: OWNER - FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: OWNER - FINANCIAL ADVISOR (5) NAME OF OTHER BUSINESS: HBW INSURANCE & FINANCIAL SERVICES, INC. DBA HBW PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE AND FINANCIAL SALES START DATE: 8/2008 POSITION/TITLE/RELATIONSHIP: INSURANCE SALES APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: INSURANCE SALES 9/2024 - ENCORESTATE PLANS, SALES/REFERRALS, PRESENT BASIC ESTATE PLANNING CONCEPTS TO CLIENTS, REFER THEM TO STAFF TO HELP PREPARE DOCUMENTS TO CREATE TRUST, WILLS, POA, ETC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-18
• S63 Uniform Securities Agent State Law Examination
  1986-03-07