A. Brent Wauterlek Portfolio Manager

Brent Wauterlek is a Portfolio Manager in the Naples, Florida office of HBKS® Wealth Advisors (HBKS®). He specializes in securities research, portfolio construction and management.

Brent works closely with his team members, Dan Baer, Brian Mallette and Denise Williams; concentrating on the macroeconomic outlook in developing efficient asset allocations. Each client’s portfolio is customized to meet his or her unique and individual needs.

Brent began his formal career as a Proprietary Trader for Chicago Research and Trading (CRT). While at CRT, he was chosen to trade in the firm’s Tokyo office, where he spent four years trading currency and currency options.

Brent attended Indiana University. He is a past member of the Chicago Board of Trade and affiliate of the Chicago Board Options Exchange.

Brent local experience began in 1995 when he moved to Naples and worked as a Vice President at Northern Trust Securities and then as a Senior Vice President at Morgan Stanley before joining HBKS® in 2001.

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Insurance products offered through HBK Sorce Insurance LLC. Investment Advisory Services offered through HBK Sorce Advisory LLC, d.b.a. HBKS Wealth Advisors. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207.  Purshe Kaplan Sterling Investments and HBKS® Wealth Advisors are not affiliated companies. Not FDIC Insured – Not Bank Guaranteed – May Lose Value, Including Loss of Principal – Not Insured By Any State or Federal Agency.

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