Joel Darrin Broersma
Investment Adviser Representative at HBW Advisory Services LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joel Darrin Broersma is an investment adviser representative with HBW Advisory Services LLC in Grand Rapids, MI, where they have been registered since 2010. They have worked in the securities industry since 1996 and were previously registered with Cetera Advisor Networks LLC. They have passed 4 industry qualification exams, including the Series 63 (state securities agent), Series 6 (investment company and variable products), and Series 26 (investment company and variable products principal). They are registered to provide investment advice in Michigan and Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Michigan, Texas
- Broker:
9 states and territories
Arizona, California, Florida, Illinois, Michigan, North Carolina, Pennsylvania, Texas, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- HBW, IncOct 2004 – no end date reportedSimi Valley, CA
- HBW Securities LLCJan 2006 – Jun 2017Simi Valley, CA
- HBW Advisory Services LLCMay 2008 – no end date reportedSimi Valley, CA
- Pathway Financial Design LLCOct 2004 – no end date reportedAda, MI
- Broersma & Associates LLCOct 2004 – no end date reportedAda, MI
- HBW Partners TAX Services LLCOct 2014 – no end date reportedAda, MI
- Cetera Advisor Networks LLCJun 2017 – Oct 2024El Segundo, CA
- Silver Oak Securities, Inc.Oct 2024 – no end date reportedJackson, TN
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About HBW Advisory Services LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth planning, retirement plan development, wealth management, investment risk analysis and mitigation, wealth preservation, generational wealth transfer, trusts, charitable giving, tax planning, estate planning, and personalized investment strategy including model portfolio diversification through style and sector weighting.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 68
- Offices listed on AdvisorFinder:
- 23
- Main office:
- Simi Valley, CA
- SEC file number:
- 801-77333
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 17, 2026
View full firm profileOther advisors at HBW Advisory Services LLC
Showing 12 of 68 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joel Darrin Broersma has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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