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Cameron Brent Kaufman

Advisor at Nwf Advisory Services Inc — Buhler, KS

Updated today

Credentials

Series 63, Series 65

Experience

29 years

Location

Buhler, KS 67522

Nwf Advisory Services Inc logo

Nwf Advisory Services Inc

Multi-team

Total advisors

107

Across 42 offices

Clients per advisor

107 Very High

Avg AUM per client

$562,071 Typical

HNW client ratio

3% Very Low

About

Cameron Kaufman is an investment advisor with NWF Advisory Services Inc, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has held roles at Kaufman Financial, LLC, Independent Financial Group, and Main Street Advisors, LLC, among others. Kaufman serves as a volunteer board member for the Buhler Community Foundation and the Buhler Foundation Committee. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting using an open-architecture, technology-driven platform.

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

See office

Buhler, KS

122 N Main Suite B

Buhler KS 67522

Advisors at this office

1

Most active in

Kansas

Work history

29 years of industry experience

OSAIC

2023 - Present • 3 years

Buehler, KS

The Ameriflex Group

2023 - 2025 • 2 years

Las Vegas, NV

Kaufman Financial, LLC

2012 - Present • 14 years

Buhler, KS

Independent Financial group

2010 - 2023 • 13 years

San Diego, CA

Main Street Advisors, LLC

2010 - 2024 • 14 years

Hays, KS

Concourse Financial Group Securities, Inc.

2005 - 2009 • 4 years

Hutchinson, KS

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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Shawn P

Series 66

Hutchinson, KS

3rd Level Wealth

Shawn Powell is a financial advisor at 3rd Level Wealth with 13 years of industry experience and holds a Series 66 designation. He has worked at firms including Waddell & Reed Inc and Cetera Advisor Networks LLC. Powell is also involved with 3rd Level Tax, a separate business that provides tax preparation and planning services. 3rd Level Wealth is a single-advisor independent registered investment adviser serving individual clients and small business entities with discretionary asset management. The firm employs a primarily passive investment strategy based on Modern Portfolio Theory, utilizing low-cost index funds and ETFs, with services that may include financial planning covering investments, taxes, estate planning, and retirement income.

Wealth management General estate planning guidance Retirement income strategy College savings (529s, UTMA, etc.)
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Seth S

Series 66

Hutchinson, KS

North Fork Financial, LLC

Seth Surface is a Series 66-licensed financial advisor with North Fork Financial, LLC, where he has worked since 2021. He has five years of industry experience, including roles at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of his advisory work, he serves as a high school football official in Kansas. North Fork Financial provides discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $27.8 million in discretionary assets and employs a variety of asset-allocation strategies, combining qualitative and technical analysis with both long- and short-term trading approaches.

Active portfolio management Options & derivatives strategies Founder/Business Owner
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Shawn W

CFP®, Series 66

Hutchinson, KS

North Fork Financial, LLC

Shawn Wyatt is a CFP®-certified financial advisor with 17 years of industry experience, currently practicing at North Fork Financial, LLC. He previously worked at The O.N. Equity Sales Company and Ohio National Financial Services. Wyatt serves as a volunteer board member and financial services committee member for the Kansas Area United Methodist Foundation. North Fork Financial provides discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $27.8 million in discretionary assets and employs a variety of asset-allocation strategies, combining qualitative and technical analyses with both long- and short-term trading approaches.

Active portfolio management Options & derivatives strategies Founder/Business Owner
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Lori M

Series 63, Series 65

Hutchinson, KS

Packerland Brokerage Services, Inc.

Lori Miller is a financial advisor at Packerland Brokerage Services, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Packerland since 2011. She also operates Heartland Retirement & Benefits Consulting, LLC, where she serves as an agent providing life, health, disability, annuities, Medicare, and long-term care services. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers both discretionary and non-discretionary account management through a variety of platforms, including firm-managed portfolios and third-party co-advisory arrangements.

Retirement income strategy Options & derivatives strategies Wealth management
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Corbin Y

Series 66

Hutchinson, KS

Packerland Brokerage Services, Inc.

Corbin Yutzy is a financial advisor at Packerland Brokerage Services, Inc. with three years of industry experience and holds a Series 66 designation. His prior work includes roles at Solid Financial Solutions Inc, Jackson Dairy, Arconic, UPS, and Glenn's Bulk Food Shoppe & Gospel Bookstore. He volunteers to lead a monthly financial education class for foster children through Youthrive in Hutchinson, KS. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management and utilizes firm-managed portfolios, third-party co-advisory arrangements, and fee-based programs on the Hilltop/Envestnet platform.

Retirement income strategy Options & derivatives strategies Wealth management
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Casey D

Series 66

Hutchinson, KS

Packerland Brokerage Services, Inc.

Casey Divilbiss is a financial advisor at Packerland Brokerage Services, Inc. with a Series 66 designation and no prior industry experience. Before joining Packerland, Casey has worked in trucking and the electric power industry. Outside of finance, Casey has been involved with C&K Trucking LLC since 2017. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors managing $1.358 billion in assets. The firm offers financial planning, portfolio management, and retirement-plan consulting, delivering investment solutions directly and via third-party managers using a variety of account structures and strategies.

Retirement income strategy Options & derivatives strategies Wealth management
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