Brett Adam Dusch
Investment adviser representative at Hbks Wealth Advisors
10 yearsExperience
1 stateRegistered in
$7.7BFirm assets
25 yearsFirm in business
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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
10 years in the industry.
- Hbk Sorce Insurance LLCMar 2022 to now
- Purshe Kaplan SterlingSep 2021 to now
- Hbks Wealth AdvisorsAug 2021 to now
- Federated Global Investment Management CorpSep 2016 to Aug 2021
- Federated Investment CounselingSep 2016 to Aug 2021
- Mdt Advisers, A Division of Federated Mdta LLCSep 2016 to Aug 2021
- Federated Hermes Inc.Jun 2016 to Aug 2021
- Federated Securities CorpJun 2016 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 6663185
- Firm CRD
- 112139