Irene Buettner
Irene Buettner is a registered investment advisor at Hbks Wealth Advisors, based in Erie, PA, with 24 years of industry experience. Irene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 7,824 clients with $7.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HBKS Wealth Advisors charges a fee based on a percentage of the assets they manage. The fee is calculated and paid quarterly, typically in advance, based on the market value of the assets. Fees may be negotiable in limited circumstances. Clients may also pay fees to sub-advisors, overlay managers, or third-party service providers.
Location
2725 Colonial Ave, Erie, PA, 16506
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Irene is an investment advisor representative with HBK Sorce Advisory, a registered representative with Purshe Kaplan Sterling Investments, and an insurance agent with HBK Sorce Insurance. She also serves as Director of Christian Education and Board Member at Grandview Alliance Church, dedicating minimal time to this role.
Employment History
Current Registrations
Hbks Wealth Advisors
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Securities America, INC.Broker
UBS Financial Services INC.Broker
Prudential Securities IncorporatedBroker
State Registrations6 states
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.