Caleb Michael Svoboda

Hbw Advisory Services LLC

22 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation Planning

Hbw Advisory Services LLC

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

Location

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

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History

Regulatory History (1)

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Civil Bond

May 2003

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Other Business ActivitiesSells Insurance

Caleb sells life, disability, and long-term care insurance as an insurance agent with various companies. He also operates under the DBA Winfield Wealth Advisors LLC as a financial planner, dedicating about a quarter of his time to this.

Employment History

Current Registrations

Hbw Advisory Services LLC

July 2016 - Present · 9 yrs 7 mos

Previous Registrations

Cetera Advisor Networks LLCBroker

June 2017 - December 2019 · 2 yrs 6 mos

Hbw Securities LLCBroker

May 2016 - July 2017 · 1 yr 2 mos

Foreside Funds Distributors LLCBroker

January 2007 - February 2016 · 9 yrs 1 mo

Aston Funds Distributors, INC.Broker

August 2004 - December 2006 · 2 yrs 4 mos

Scudder Distributors, INC.Broker

March 2003 - July 2004 · 1 yr 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.