Creve Coeur, MO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Nwf Advisory Services Inc
Multi-team
Firm-wide stats for Nwf Advisory Services Inc
About
NWF Advisory Services is an SEC‑registered investment adviser that manages approximately $6.4 billion in client assets through a network of more than 100 advisory representatives and serves primarily individual and high‑net‑worth clients. The firm offers portfolio management across advisor‑managed wrap and non‑wrap accounts, model portfolio and SMA/UMA programs, third‑party advisory platforms, financial planning at multiple levels, and retirement plan consulting services.
The firm operates an open‑architecture, technology‑driven platform that uses risk‑tolerance questionnaires, asset‑allocation optimization tools, and both fundamental and technical analysis to construct and manage portfolios on discretionary and non‑discretionary bases. Program offerings include advisor‑managed portfolios, model allocations sourced from third‑party program managers, unified managed accounts, and ongoing monitoring and reporting, with the adviser selecting or recommending strategies based on client objectives and suitability.
NWF’s business model is notable for its industry affiliations: its advisory representatives are also registered representatives of a broker‑dealer, which creates potential incentives to recommend commissionable products and results in supervisory and custodial arrangements that differ from many peers. Although it provides retirement plan consulting capabilities, the firm’s reported client base in its ADV is focused on individuals and high‑net‑worth individuals rather than corporate or business clients, a composition that is less common among large enterprise advisers.
Based on Nwf Advisory Services Inc
Location
530 Maryville Centre Dr. #315
Creve Coeur MO 63141
Advisors at this office
3
Advisors at this office
James W
CFP®, Series 63, Series 66
St. Louis, MO
Nwf Advisory Services Inc
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.
Kara B
CFP®, Series 66
St. Louis, MO
Nwf Advisory Services Inc
Kara Brockmeier is a Certified Financial Planner (CFP®) with 15 years of industry experience. She is currently affiliated with NWF Advisory Services Inc and has previously worked with firms including Royal Alliance Associates and Premier Financial Partners. Brockmeier provides pro bono financial coaching for low-income families through the United Way, focusing on budgeting and general financial planning. NWF Advisory Services manages approximately $6.4 billion in client assets across more than 100 advisory representatives, serving primarily individual and high-net-worth clients. The firm utilizes a technology-driven, open-architecture platform offering portfolio management, financial planning, and retirement plan consulting services.
Adam K
Series 66
St. Louis, MO
Nwf Advisory Services Inc
Adam Kilker is a financial advisor with NWF Advisory Services Inc and holds a Series 66 designation. He has 17 years of experience in the industry, including roles at Royal Alliance Associates, Inc. and Premier Financial Partners. Kilker provides financial planning services through NWF Advisory Services while working from St. Louis, Missouri. NWF Advisory Services manages approximately $6.4 billion in client assets with a network of more than 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 plan consulting across a variety of account types.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)