Aaron J Castaneda
Investment adviser representative at Hbw Advisory Services LLC
10 yearsExperience
1 stateRegistered in
$1.7BFirm assets
13 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
- Seminars and workshops
Experience
10 years in the industry.
- Hbw Advisory Services LLCFeb 2025 to now
- Pathway Financial DesignJan 2021 to now
- Integrity Window CleaningFeb 2018 to now
- CostcoOct 2021 to Dec 2021
- All Seasons HotelOct 2016 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MI).
Hbw Advisory Services LLC
$1.7BAssets managed
13,864Clients
68Advisers
13 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
- 7321177
- Firm CRD
- 143665