DIRECTORY OF REGISTERED ADVISORS
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Local Professionals
Daniel Murphy
Winfield Wealth Management / HBW Advisory Services LLC
27W460 Beecher Avenue Suite C
Winfield, IL 60190
630-915-6834
Focused on your needs, wants, and long-term goals.
About Winfield Wealth Management / HBW Advisory Services LLC
Winfield Wealth Management is an independent financial services firm dedicated to helping individuals and families achieve their retirement and investment objectives. Founded on the principle of objectivity, we utilize a team-based approach to provide customized solutions in 401k/403b consulting, portfolio management, and comprehensive financial planning. As an affiliate of HBW Advisory Services LLC, we leverage advanced technology and strategic partnerships to deliver proactive, fiduciary-level advice centered on wealth accumulation and asset protection.
See Disclosures
General Information
Firm Start Year
2007
No. of Employees
2-4
CRD#
2118288
Firm CRD#
143665
Insurance License#
3040058 (Illinois)
States Licensed in
IL
Years of Experience in Financial Services
31
Number of Years with Current Firm
10
Work Experience
Prior to Winfield Wealth/HBW, Dan partnered with major firms including Merrill Lynch, Charles Schwab, and Fidelity, as well as independent advisory firms and institutional asset managers to form his unique perspective on how advisors best serve their clients. His background includes significant experience in large-scale client service, product management and institutional cooperation and partnership. Dan has sold 401k and other retirement plan services to small and mid-sized businesses, building an understanding of entrepreneurs and fostering strong relationships with their employees. Leveraging all of the above experience, Dan partnered with associates in 2016/2017 to build a client-centered financial advisory firm, growing to $100M in total assets in under 10 years. Our firm was built as a member of the Dave Ramsey Program, promoting responsible budget management to assist in reaching "Financial Peace" through the "Baby Steps" approach! We have also partnered with retirement planning teaching programs, federal employee assistance, 401k, among others. Winfield Wealth is an education-focused firm, both for ourselves and our clients. As an Independent Advisory firm and Fiduciary, we have no allegiance to direct our recommendations in any way other than the best interests of our clients!
Work with the following types of clients
Individual Investors
Advisory Services Provided
Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Financial Planning for Individuals, Education Funding and Planning
Services
Investment Types
Exchange Traded Funds (ETFs), Mutual Funds, Insurance, Annuities, Stocks, Bonds, Options & Futures, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Video Conference, Our Office, Phone, Email
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 65
Insurance and Annuity Licenses
Long Term Care, Disability, Annuity, Health, Life, Variable Annuity
Firm Information
Firm's Number of Clients
500+
Firm's Number of Planning Clients
250+
Firm's Number of Managed Clients
250+
Assets Managed by Firm
$1B+
Advisor's Number of Clients
85
Advisor's Number of Managed Clients
85
Advisor's Number of Planning Clients
25
Total Assets Under Management by Advisor
$30,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$100K+
Compensation Methods
Commissions, Based on Assets
Disclosures
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Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1893720/financialadvisor-Winfield-Wealth-Management-/-HBW-Advisory-Services-LLC-detailed-disclosure.html
Disclaimer
Investment advisory services offered through HBW Advisory Services LLC, dba Winfield Wealth Advisors, LLC. Caleb Svoboda, Jennie Fleming, Dan Murphy and Sean Cisney are Investment Advisor Representatives. HBW Insurance & Financial Services, Inc. dba HBW Partners, HBW Advisory Services and Winfield Wealth Advisors. LLC are separate entities which do not offer legal or tax advice.