DK
DK

Daniel James Korhorn

27 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
174 advisors
Number of Clients
8,671 clients
Average Client Portfolio
$234K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:None
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Location

2655 1st Street, Suite 250, Simi Valley, CA, 93065

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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

Daniel is an advisor at HBW Advisory Services, principal at Pathway Financial and HBW Partners Tax Service, and an advisor at Encore Estate Planning. He also works as an agent selling Medicare supplemental insurance for Priority Health and life, LTC, and disability insurance for Hansen Brokerage.

Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
October 2024 - Present · 1 yr 4 mos
Hbw Advisory Services LLC
January 2017 - Present · 9 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
June 2017 - July 2020 · 3 yrs 1 mo
Cetera Advisor Networks LLCBroker
June 2017 - October 2024 · 7 yrs 4 mos
Hbw Securities LLCBroker
February 2006 - July 2017 · 11 yrs 5 mos
American General Securities IncorporatedBroker
January 2005 - December 2005 · 11 mos
PFS Investments INC.Broker
February 1998 - November 2004 · 6 yrs 9 mos
State Registrations1 state
MI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Daniel James Korhorn - Financial Advisor | TrueAdvisor