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Luke B

Series 63, Series 65, Series 66

Fredonia, NY

Nwf Advisory Services Inc

Luke Buehler is an investment advisor representative at NWF Advisory Services Inc with over 40 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at firms including Cetera Advisors LLC, First Allied Advisory Services, and Summit Wealth Management. Outside of his advisory role, 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 is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of more than 100 advisors. The firm serves primarily individual and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting services, utilizing a technology-driven platform and a range of portfolio management strategies.

Wealth management Active portfolio management
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Jacob B

Series 66

Fredonia, NY

Nwf Advisory Services Inc

Jacob Buehler is a financial advisor with NWF Advisory Services Inc. He holds a Series 66 designation and has five years of industry experience. Prior to joining NWF Advisory Services, he worked at OSAIC, The Ameriflex Group, Cetera Advisors LLC, and First Allied Securities, INC. Outside of his primary advisory role, he is involved with Specific Solutions LLC, an insurance agency. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in assets through more than 100 advisory representatives. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting through a technology-driven, open-architecture platform.

Wealth management Active portfolio management
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