Las Vegas, NV Office
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Nwf Advisory Services Inc
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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
6980 O'Bannon Dr., Ste. 500
Las Vegas NV 89117
Advisors at this office
3
Advisors at this office
Richard H
Series 63, Series 65
Las Vegas, NV
Nwf Advisory Services Inc
Richard Holtan is an investment advisor with NWF Advisory Services Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His career includes roles at The Ameriflex Group, Osaic, Interactive Financial Advisors, and Crown Capital Securities. In addition to his advisory work, he is president and owner of Financial Services Investment Corp of NV, which markets life insurance and fixed annuities. 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. The firm employs an open-architecture Wealth Management Platform with a focus on strategic long-term investing alongside tactical strategies.
Andrew S
CFP®, Series 66
Las Vegas, NV
Nwf Advisory Services Inc
Andrew Santibanez is a CFP® professional with 12 years of industry experience, currently serving as an Investment Advisor Representative at NWF Advisory Services Inc in Las Vegas, NV. His prior roles include positions at Crown Capital Securities, LP and JP Morgan Securities LLC. Outside of his advisory work, he owns Fiben Financial LLC, focusing on personal tax planning. 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. The firm manages approximately $3.82 billion in assets and utilizes an open-architecture Wealth Management Platform that combines advisor-managed and third-party model portfolios with both long-term strategic and short-term tactical investment approaches.
David H
Series 65, Series 66
Las Vegas, NV
Nwf Advisory Services Inc
David Hehn is an investment advisor at NWF Advisory Services Inc with 18 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Crown Capital Securities. Outside of his advisory role, Hehn serves as a senior financial analyst for a private real estate group, where he builds financial budgets and models. 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 includes advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.
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