A complete list of active advisors currently associated with Green Belt Investment Services

Warmer can help you find a great advisor at Green Belt Investment Services or one who fits your needs even better.

The firm is an independent, state‑registered investment adviser operating as a solo practitioner that provides portfolio management and financial advisory services to a very small number of individual clients. Rather than serving a broad retail base, the practice states it will remain limited to a few high‑quality (high‑net‑worth) clients and also assists clients with account administration at Charles Schwab. The firm bills on an asset‑based basis and operates a wrap‑fee program that aggregates advisory services and trade execution under the firm's oversight. As a one‑advisor practice, the principal personally handles investment decisions and client supervision and has stated the firm may add only an office assistant in the future. Distinctive features disclosed in the brochure include the principal’s outside business — operating a bed‑and‑breakfast, from which the firm receives additional compensation — and a varied prior career that includes long service at national financial firms and nonfinancial roles (restaurant operator and paramedic training). The firm currently works with just a handful of clients (six) and discloses it does not receive 12b‑1 fees, which shapes its revenue mix differently than many peers.

To learn more about the advisors currently working at Green Belt Investment Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Stewart Hinerfeld	Ames, IA	23

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