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Hunter Crowley

Advisor at NWF Advisory Services Inc

Updated today

Location

Sikeston, MO 63801

Credentials

CFP®, Series 66

Industry experience

5 years

About

Hunter Crowley is a CFP® with five years of industry experience, currently serving as an Investment Advisor Representative at NWF Advisory Services Inc. He has held roles at firms including Independent Financial Group, SagePoint Financial, and Schumacher Financial Services. Outside of his advisory work, Crowley is active in community organizations, serving on several nonprofit boards such as the YMCA, Missouri Delta Medical Center Foundation, and Kenny Rogers Children's Center. NWF Advisory Services Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering both wrap and non-wrap account programs. The firm operates an open-architecture wealth management platform that combines 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

118 E Front Street

Sikeston, MO 63801

Most active in

Missouri

Work history

OSAIC

2023 - Present (3 years)

The Ameriflex Group

2023 - Present (3 years)

SagePoint Financial, Inc.

2023 - 2023 (1 year)

Independent Financial Group, LLC

2020 - 2023 (3 years)

Independent Financial group

2019 - 2020 (1 year)

Schumacher Financial Services

2017 - 2019 (2 years)

STUDENT

2016 - 2020 (4 years)

UnEmployed

2016 - 2016 (1 year)

STUDENT

2010 - 2016 (6 years)

Disclosures

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

Business activities & affiliations

user avatar

Daniel H

Series 63, Series 65

Sikeston, MO

NWF Advisory Services Inc

Daniel Heironimus is an investment advisor representative at NWF Advisory Services Inc with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Financial Advisors, Independent Financial Group, and The Ameriflex Group. He serves on the board of directors for Christ Methodist Church in Sikeston, MO. 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, and both wrap and non-wrap account programs. The firm operates an open-architecture Wealth Management Platform featuring advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.

Wealth management Active portfolio management
user avatar

Steven A

CFP®, Series 66

Sikeston, MO

NWF Advisory Services Inc

Steven Addison is a CFP® with 20 years of industry experience, currently serving as an Investment Advisor Representative and branch manager at NWF Advisory Services Inc. He has worked at firms including Transamerica Financial Advisors, Inc., Signator Investors, Inc., and Independent Financial Group, LLC. Outside of his advisory role, he is a partner in A.M. Financial Group, a limited liability company involved in marketing and business operations. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of wrap and non-wrap account programs through an open-architecture Wealth Management Platform that integrates third-party model portfolios and strategic long-term investing approaches.

Wealth management Active portfolio management
user avatar

Ryan M

Series 66

Sikeston, MO

NWF Advisory Services Inc

Ryan Merideth is a financial advisor with NWF Advisory Services Inc. and holds a Series 66 designation. He has 18 years of industry experience, including prior roles at Transamerica Financial Advisors, Independent Financial Group, and SagePoint Financial. Outside of his advisory work, Merideth serves on the boards of directors for the Sikeston Rodeo Museum and the Sikeston Convention and Visitors Bureau, both nonprofit organizations focused on community development and tourism. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture Wealth Management Platform that emphasizes strategic long-term investing with access to various third-party models and solutions.

Wealth management Active portfolio management

Jared S

Series 63, Series 66

Sikeston, MO

Edward Jones

Jared Straton is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2004 and holds Series 63 and Series 66 securities licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a national network of over 23,700 advisors.

Charitable giving & philanthropy General estate planning guidance Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Eric W

Series 63, Series 66

Sikeston, MO

Raymond James Financial

Eric Wooden is a financial advisor with Raymond James Financial in Sikeston, MO, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1997 and has operated his own entities, Eric Wooden LLC and WKW LLC, primarily for payroll purposes. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing a range of implementation options and supported by an extensive affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Bart G

Series 63, Series 65

Sikeston, MO

LPL Financial

Bart Grant is a financial advisor with LPL Financial in Sikeston, MO, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 2007. Grant operates a DBA under Grant Financial Management in Sikeston. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines advisory services with a range of non-advisory financial products.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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