Sikeston, MO Office

Team
Updated today
Nwf Advisory Services Inc logo

Nwf Advisory Services Inc

Multi-team

Firm-wide stats for Nwf Advisory Services Inc

Total advisors

107

Across 42 offices

Clients per advisor

107 Very High

Avg AUM per client

$562,071 Typical

HNW client ratio

3% Very Low

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

Expertise

Wealth management Active portfolio management

Based on Nwf Advisory Services Inc

Location

118 E Front Street

Sikeston MO 63801

Advisors at this office

4

Advisors at this office

user avatar

Hunter C

CFP®, Series 66, Series 7

Sikeston, MO

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.

Wealth management Financial Professional
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Daniel H

Series 63, Series 65

Sikeston, MO

Nwf Advisory Services Inc

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.

Wealth management Active portfolio management
user avatar

Steven A

CFP®, Series 66

Sikeston, MO

Nwf Advisory Services Inc

Steven Addison is a Certified Financial Planner (CFP®) with 20 years of industry experience. He is currently with NWF Advisory Services Inc in Sikeston, MO, and has worked at firms including Independent Financial Group, LLC and Transamerica Financial Advisors. Outside of advisory services, he is a partner at A.M. Financial Group, a limited liability company involved in marketing and business operations. 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, model portfolios, unified managed accounts, financial planning, and retirement plan consulting on a technology-driven, open-architecture platform.

Wealth management Active portfolio management
user avatar

Ryan M

Series 66

Sikeston, MO

Nwf Advisory Services Inc

Ryan Merideth is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently affiliated with NWF Advisory Services Inc and has previously worked at firms including Independent Financial Group, LLC and Signator Investors, Inc. Outside of his advisory roles, Merideth serves on the boards of two local nonprofit organizations focused on community heritage and tourism in Sikeston, Missouri. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 representatives. The firm serves primarily individual and high-net-worth clients using a technology-driven, open-architecture platform that offers portfolio management, financial planning, and retirement plan consulting through various account types and third-party strategies.

Wealth management Active portfolio management
View complete list of advisors at this office
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