Ryan Henry Furtwangler
Investment adviser representative at Hbks Wealth Advisors
21 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$7.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Purshe Kaplan Sterling InvestmentsJan 2009 to now
- Hbks Wealth AdvisorsMay 2005 to now
- Hbk Sorce Advisory LLCApr 2005 to now
- Hbk Sorce Insurance LLCApr 2005 to now
- Hbksorce Financial LLCApr 2005 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 3 states (FL, PA, TX).
Hbks Wealth Advisors
Legal name: Hbk Sorce Advisory LLC
$7.7BAssets managed
7,824Clients
65Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4679131
- Firm CRD
- 112139