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Bobb Meckenstock

Advisor at NWF Advisory Services Inc

Updated today

Location

Hays, KS 67601

Credentials

Series 63, Series 65

Industry experience

42 years

About

Bobb Meckenstock is an investment advisor at NWF Advisory Services Inc with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including The Ameriflex Group, Independent Financial Group, and Main Street Advisor, LLC. Meckenstock is a member emeritus of the Million Dollar Round Table and serves on the University of Kansas Alumni Association Board of Directors. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm utilizes an open-architecture Wealth Management Platform combining advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.

Client services

Based on NWF Advisory Services Inc

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on NWF Advisory Services Inc

Wealth management Active portfolio management

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Fee options

Fixed

Flat fees for financial plans range from $500 to $1,500 (BASIC), $1,500 to $3,000 (INTERMEDIATE), starting at $3,000 (ADVANCED); Retirement Plan Consulting fixed fees range from $5,000 to $100,000.

Percentage

$50,000 - $99,999: n/a $100,000 - $249,999: 2.10% $250,000 - $499,999: 1.875% $500,000 - $749,999: 1.65% $750,000 - $1,249,999: 1.425% $1,250,000 - $1,999,999: 1.20% $2,000,000 - $4,999,999: 0.975% $5,000,000 - $24,999,999: 1.00% $25,000,000+: 0.775%

Commissions

Advisory Representatives may receive commissions as Registered Representatives of Osaic for securities and insurance products sold, in addition to advisory fees.

Project-based

Financial planning hourly fees range from $150 to $1,000 per hour; Retirement Plan Consulting hourly fees range from $50 to $300 per hour.

Other

Account minimum: $50,000 for Advisor Managed Portfolios (both Wrap and Non-Wrap Accounts); $5,500 minimum for Model Portfolios Program and UMA Program (varies by Program Manager and Asset Allocation Model); no minimum for Financial Planning and Retirement Plan Consulting (minimums may be waived at sponsor's discretion) Fee-only: Financial planning fees: BASIC Plan $500-$1,500, INTERMEDIATE Plan $1,500-$3,000, ADVANCED Plan starting at $3,000; hourly fees $150-$1,000 per hour; Retirement Plan Consulting fees fixed $5,000-$100,000 or hourly $50-$300 per hour; fees negotiable.

Location

1407 Main St. Suite B

Hays, KS 67601

Most active in

Kansas

Work history

The Ameriflex Group

2023 - Present (3 years)

OSAIC

2023 - Present (3 years)

Independent Financial group

2010 - 2023 (13 years)

Main Street Advisor, LLC

1999 - Present (27 years)

The Meckenstock Group, Inc.

1982 - Present (44 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Dan M

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Hays, KS

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Kenneth R

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Wealth management Active portfolio management
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