$100 Million in AUM
It is with great admiration that we announce Tyson Kunst has exceeded $100 million in AUM in advisory assets at HBW Advisory Services! Tyson joined us a few years ago with around $20 million in AUM and has experienced remarkable growth over the last few years. His expertise is in retirement planning with an emphasis on tax efficient distribution strategies. His diligence, determination, intelligence, generosity, and most of all, his commitment to his clients are some of the reasons for his success.
Tyson is our third advisor to exceed $100 million with HBW Advisory, joining Richard Jones and Rick Harbus in that exclusive group. All these gentlemen are anxious to have several other HBW advisors join them in accomplishing this major milestone. - CEO Barney Hellenbrand
HBW Attains $1 Billion in Assets Under Management
May 26, 2021, Simi Valley, CA. Today at HBW Advisory Services LLC, we hit a significant milestone in reaching the $1 Billion mark in Assets Under Management (AUM). This achievement is the result of the great efforts of our extremely professional and diligent advisors in the field who consistently work to provide high-level fiduciary duties for their clients, as well as the dedicated personnel at HBW Advisory Services that support the efforts of these outstanding advisors.
HBW CEO, Barney Hellenbrand: “I want to express my extreme gratitude for the hard work and dedication of all the people involved in this achievement, our affiliated advisors, home office personnel and vendors that support them. Our advisors are part of an extended family here at HBW, and I particularly want to add a note of congratulations to Joe Bonanno, our Advisory President and Chief Investment officer for his outstanding leadership.”
At HBW Advisory Services LLC, we do what we do because we know that every time we help a family or a business solve important financial problems and issues, we make the world a little bit brighter and maybe even change it in ways beyond measure!
At HBW Job One is to maximize our advisors’ success by providing the support and resources they need to best serve their clients. The true independence of HBW and its advisors is critical to serving our clients in the way our culture and ethics require.
This achievement is, hopefully, just the beginning of a continuing long and successful growth phase as we strive to accomplish many other milestones on our journey to build a world class firm.
Investment advisory services offered through HBW Advisory Services LLC. HBW Insurance & Financial Services,Inc. dba HBW Partners and HBW Advisory Services are separate entities which do not offer legal or tax advice.
Raymond Berry selected to the National Football League 100th Anniversary All-Time Team
Our Honorary Chairman and mentor, Raymond Berry, recently had the honor of being selected to the National Football League 100th Anniversary All-Time Team as a unanimous selection by the blue ribbon panel, one of only 3 receivers to be unanimous. Raymond was honored, along with all the living members of this all-time team, at the recent Super Bowl game. In the pictures, hopefully you will notice his HBW tie clip. The following ae just a few of his credentials:
Hall of Fame (1973), NFL 75th Anniversary All-Time Team, NFL 1950s All-Decade Team, 4× First-team All-Pro (1957–1960), 6× Pro Bowler (1958–1961, 1963, 1964), 2× NFL champion (1958, 1959)
Together we can help
Hi All, the attached link is for a Go Fund Me for someone that has been exonerated from a terrible injustice. Mike Bender, the officer that has spent the last nearly 30 years working to get this innocent man out of jail, is a close, personal friend and former roommate of mine going back all the way to high school. Anything we can do to help this man, Craig Coley, overcome this injustice is greatly appreciated. To learn more about this incredible story click here.
Why More Regulations Aren't the Answer to the Equifax Breach?
HBW Advisory Services President/Chief Investment Officer Joe Bonanno joins CU Broadcast to explain why more regulations are a bad idea in response to the Equifax breach. Joe adds how more regulations would impact financial institutions and consumers in a negative way.
So what's the answer to these major breaches? Joe provides his take on this question and what credit unions need to be doing for their members to keep them safe.
Check it out and let us know your thoughts. Watch.
Investment advisory services may also be offered through HBW Advisory Services LLC. HBW Insurance & Financial Services, Inc. dba HBW Partners and HBW Advisory Services LLC are separate entities which do not offer legal or tax advice. IAPD