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David Veltkamp

Hbw Advisory Services LLC
42 Years of Experience
Zeeland, MI
Sells Insurance
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David Veltkamp is a registered investment advisor at Hbw Advisory Services LLC, based in Zeeland, MI, with 42 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 13,864 clients with $1.7B in assets under management.

Hbw Advisory Services LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
67 advisors
Number of Clients
13,864 clients
Average Client Portfolio
$126K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fee is based on a percentage of assets under management, not to exceed 2.00%. Actual fees vary based on portfolio size, complexity, and the representative managing the account. Online portfolio management platform fees will not exceed 1.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

201 W Washington Ave, Ste 202, Zeeland, MI, 49464

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

David is a financial coach for HBW Partners and Ideal Life Financial, both insurance and financial services companies, dedicating full-time hours to each. He also serves as treasurer for Great Lakes Urban, a community development organization, spending minimal time on this role.

Employment History
Current Registrations
Hbw Advisory Services LLC
February 2010 - Present · 16 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
June 2017 - November 2023 · 6 yrs 5 mos
Hbw Securities LLCBroker
January 2006 - July 2017 · 11 yrs 6 mos
American General Securities IncorporatedBroker
September 2005 - December 2005 · 3 mos
PFS Investments INC.Broker
May 1984 - July 2005 · 21 yrs 2 mos
State Registrations2 states
MITX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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