Advisor at NWF Advisory Services Inc
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.
Location
Fredonia, NY 14063
Credentials
Series 63, Series 65, Series 66
Industry experience
39 years
Luke Buehler is an investment advisor representative with NWF Advisory Services, Inc. He holds Series 63, Series 65, and Series 66 credentials and has 39 years of industry experience. His prior roles include positions at Cetera Advisors LLC, First Allied Advisory Services, and Summit Wealth Management, among others. Outside of advisory work, he volunteers with the SUNY Fredonia Technology Incubator Mentor Program and serves on the finance committee of the Luca S Calanni Foundation, a nonprofit supporting underprivileged children in Western New York. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm offers a Wealth Management Platform that includes advisor-managed portfolios, model portfolios, and SMA/UMA solutions, emphasizing strategic long-term investing with both discretionary and non-discretionary account options.
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.
35 East Main St
Fredonia, NY 14063
New York
OSAIC
2023 - Present (3 years)
The Ameriflex Group
2023 - Present (3 years)
Cetera Advisors LLC
2022 - 2023 (1 year)
First Allied Advisory Services
2020 - Present (6 years)
First Allied Securities, Inc.
2011 - 2022 (11 years)
First Allied Advisory Services, Inc.
2011 - 2020 (9 years)
Summit Wealth Management, Inc.
2008 - Present (18 years)
Securities America Advisors, Inc
2007 - Present (19 years)
SELF EMPLOYED
1997 - Present (29 years)
Summit Financial Advisors
1997 - Present (29 years)
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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