Dan Herman Meckenstock
Advisor at Nwf Advisory Services Inc — Hays, KS
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
26 years
Location
Hays, KS 67601
Nwf Advisory Services Inc
Multi-team
Dan Meckenstock is a financial advisor with NWF Advisory Services Inc, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior firms include Main Street Advisors and Independent Financial Group, each for over a decade. Outside of advising, he is an author and publisher through Meckenstock Publishing and operates a small hospitality business, Kozy Kottage, in Hays, Kansas. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of more than 100 advisory representatives. The firm primarily serves individual and high-net-worth clients using an open-architecture, technology-driven platform to construct and manage diversified portfolios across various managed account formats.
Based on Nwf Advisory Services Inc
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.
$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%
Advisory Representatives may receive commissions as Registered Representatives of Osaic for securities and insurance products sold, in addition to advisory fees.
Financial planning hourly fees range from $150 to $1,000 per hour; Retirement Plan Consulting hourly fees range from $50 to $300 per hour.
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.
Hays, KS
1407 Main St. Suite B
Hays KS 67601
Advisors at this office
3
Kansas
26 years of industry experience
OSAIC
2023 - Present • 3 years
Hays, KS
The Ameriflex Group
2023 - 2025 • 2 years
Las Vegas, NV
Main Street Advisors
2011 - 2024 • 13 years
Hays, KS
Independent Financial group
2010 - 2023 • 13 years
San Diego, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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