Nwf Advisory Services Inc

Hunter Crowley is a CFP® professional and Wharton graduate who works remotely with finance professionals in banking, private equity, and consulting. His clients’ compensation is unusually complex, with bonuses, deferred equity, and firm benefits that each come with decisions attached. Personal trading policies add another layer, governing how and when investments can be bought or sold. Hunter builds each plan around what the household wants its money to accomplish, then manages investments within the client’s trading policy so decisions are carried out on time. Every plan is revisited each year as pay, shares, and household needs change.

Michael Brown is a CFP® professional with 43 years of industry experience. He is currently with NWF Advisory Services Inc and has held prior roles at Principal Securities Inc and Principal Life Insurance Company, among others. Outside of his advisory work, he has been a high school basketball coach since 2010 and has provided tax preparation services since 1997. 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, offering portfolio management, financial planning, and retirement plan consulting via a technology-driven, open-architecture platform.

Gary Meeks is a financial advisor with NWF Advisory Services Inc, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Cetera, OSAIC, and The Ameriflex Group, as well as ownership of Meeks Financial, LLC since 2005. He is also involved in insurance sales and serves as a trustee of a family trust, and is a member of Skyline Lodge, LLC, which manages a cabin for non-business purposes. NWF Advisory Services manages approximately $6.4 billion in client assets through over 100 advisory representatives, serving primarily individual and high-net-worth clients. The firm employs an open-architecture, technology-driven platform offering portfolio management, financial planning, and retirement plan consulting across various account types and investment strategies.

Kelly Rose is a financial advisor at NWF Advisory Services Inc with 7 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior roles include positions at Prudential Insurance Company of America, Bull Bear Bartz LLC dba Envision Financial Partners, and The Ameriflex Group. Outside of her advisory work, she is a brand partner for LifeWave, Inc., a direct sales company marketing phototherapy products. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of investment programs across discretionary and non-discretionary relationships through an open-architecture Wealth Management Platform.

James Wood IV is a CFP® professional with 25 years of experience in the financial advisory industry. He is currently with NWF Advisory Services Inc and has held prior roles at OSAIC and Premier Financial Partners, LLC. Wood serves as a trustee and finance committee member for the St. Louis County Library Foundation and participates in advisory roles for charitable and educational organizations. NWF Advisory Services manages approximately $6.4 billion in client assets and serves primarily individual and high-net-worth clients through a network of over 100 advisory representatives. The firm utilizes an open-architecture, technology-driven platform to deliver customized portfolio management and financial planning services.

Daryl Cole is a CFP® professional with over 31 years of industry experience, currently affiliated with NWF Advisory Services Inc. He previously worked at NATIONAL PLANNING CORPORATION and OSAIC. Cole serves on the boards of Mercy House Living Centers, a nonprofit focused on ending homelessness, and Orange Lutheran High School, where he is also an audit committee member. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a multi-team structure of more than 100 advisors. The firm primarily serves individual and high-net-worth clients using an open-architecture, technology-driven platform to offer portfolio management, financial planning, and retirement plan consulting services.

Linda Bruininga is an investment advisor representative at NWF Advisory Services Inc with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including U.S. Bancorp Advisors, FSC Securities Corp, Triad Advisors, The Ameriflex Group, and OSAIC. Linda is also the founder of BRUCO Investment Group, where she provides clients with guidance on life insurance and long-term care needs. NWF Advisory Services manages approximately $6.4 billion in client assets through a network of more than 100 advisory representatives, serving primarily individual and high-net-worth clients. The firm employs an open-architecture, technology-driven platform offering portfolio management, financial planning, and retirement plan consulting services.

Marcus Silver is a financial advisor with NWF Advisory Services Inc and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including prior roles at OSAIC, Cetera Advisors LLC, and First Allied Advisory Services. Silver serves as president of Silverberg Wealth Management and Marcus and Kelton LLC, providing financial guidance and managing business expenses. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm serves primarily individual and high-net-worth clients with a technology-driven, open-architecture platform offering diversified portfolio management, model allocations, and retirement plan consulting.

Peter Wang is a financial advisor with NWF Advisory Services Inc, holding a Series 63 designation and bringing 35 years of industry experience. He has been associated with Royal Alliance Associates, Inc. since 2005. Outside of his advisory role, he serves as a statutory agent for WISE STEWARD CORPORATION, a fixed insurance sales business. 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, offering diversified portfolio management and financial planning services through a technology-driven, open-architecture platform.

Douglas Schutte is a financial advisor with Nwf Advisory Services Inc, holding the ChFC® designation and Series 63 and Series 65 licenses, and has 39 years of industry experience. He is president and 50% owner of Summit Wealth Management Inc., where he has served since 1996. Schutte also serves as treasurer on the board of the Roger Tory Peterson Institute Foundation, a nonprofit organization. Nwf Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through more than 100 advisory representatives. The firm serves primarily individual and high-net-worth clients, offering portfolio management, model portfolio programs, financial planning, and retirement plan consulting through a technology-driven, open-architecture platform.

Richard Holtan is an investment advisor with NWF Advisory Services Inc, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has previously worked at Crown Capital Securities, LP, Interactive Financial Advisors, and The Ameriflex Group. Holtan is also the owner of Financial Services & Investment Corp of NV, a business marketing life insurance and fixed annuities. NWF Advisory Services manages approximately $6.4 billion in client assets through over 100 advisory representatives, primarily serving individual and high-net-worth clients. The firm employs an open-architecture, technology-driven platform to deliver portfolio management, financial planning, and retirement consulting services.

Grant Jones is a financial advisor with NWF Advisory Services Inc in Honolulu, HI, holding a Series 66 credential and seven years of industry experience. He has worked at Takagi & Takagi and Royal Alliance since 2019 and previously spent 11 years with REC Solar Commercial Corporation. Outside of his advisory role, he operates a sole proprietorship providing life insurance quotes and application assistance. NWF Advisory Services, Inc. offers portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs an open-architecture wealth management platform combining advisor-managed and third-party model portfolios, with a focus on strategic long-term investing alongside tactical strategies.

Gregg Turkin is an investment adviser representative at NWF Advisory Services Inc with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including First Allied Advisory Services and VOYA Financial Advisors. Outside of his advisory role, he is involved in real estate through his ownership of G&D Home Designs and serves as a real estate agent. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 advisory representatives. The firm serves primarily individual and high-net-worth clients, offering portfolio management, model portfolios, financial planning, and retirement plan consulting through an open-architecture, technology-driven platform.

Daniel Heironimus is an investment advisor with NWF Advisory Services Inc, holding Series 63 and Series 65 credentials and over 25 years of industry experience. His career includes roles at firms such as Independent Financial Group, Signator Investors, and Schumacher Financial Services. He serves on the board of directors for Christ Methodist Church in Sikeston, MO. NWF Advisory Services manages approximately $6.4 billion in client assets through a network of more than 100 advisory representatives, primarily serving individual and high-net-worth clients. The firm provides portfolio management, model portfolios, financial planning, and retirement plan consulting via a technology-driven, open-architecture platform.

Rebecca Cameron is a financial advisor with NWF Advisory Services Inc, holding a Series 66 designation and 16 years of industry experience. She has worked with NWF Advisory Group since 2017 and previously with Whjr Associates from 2013 to 2017. Cameron also serves as a registered assistant for Artisan Capital Partners, a DBA under NWF Advisory Group. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture Wealth Management Platform that combines advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions with both strategic long-term and short-term tactical investment strategies.