DV
DV

David Henry Veltkamp

41 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
65 advisors
Number of Clients
12,626 clients
Average Client Portfolio
$117K average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:None
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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
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
Exams
No exam information available for this advisor.
David Henry Veltkamp - Financial Advisor | TrueAdvisor