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11835 W Olympic Blvd Ste 1155 E., Los Angeles, CA 90064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-10-24 |
Branch Locations
9250 E. Costilla Ave #603, Greenwood Village, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Safehouse Denver | Denver | CO | 08/2013 | 07/2017 |
| Pruco Securities, Llc | Greenwood Village | CO | 03/2015 | 04/2024 |
| The Prudential Insurance Company Of America | Englewood | CO | 05/2015 | 02/2023 |
| Lyft | San Francisco | CA | 10/2017 | 04/2018 |
| Bull, Bear, Bartz, Llc Dba Envision F | Greenwood Village | CO | 02/2023 | Present |
| Osaic Wealth, Inc | Greenwood Village | CO | 04/2024 | Present |
| The Ameriflex Group | Las Vegas | NV | 04/2024 | 07/2025 |
| Nwf Advisory Services, Llc | Los Angeles | CA | 10/2025 | Present |
1. JENNIFER WERNSING FBO DAVID WERNSING POSITION: Executor NATURE: executorship INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2023 ADDRESS: 12585 E Tennessee Cir, Apt C, Aurora CO 80012, United States DESCRIPTION: At this time, none. I am the executor for my father, David Wernsing's, will and estate. At that time, I will manage and distribute his assets according to his will. 2. JENNIFER WERNSING POSITION: Insurance agent NATURE: Insurance agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 09/22/2010 ADDRESS: 9250 E Costilla Ave, Ste 603, Greenwood Village CO 80112, United States DESCRIPTION: Sell insurance products 3. JENNIFER WERNSING POSITION: Notary NATURE: Notary INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/02/2024 ADDRESS: 9250 E Costilla Ave, Suite 603, Greenwood Village CO 80112, United States DESCRIPTION: Provide notary services to clients as needed. 4. CEDAR COVE CONDOMINIUM ASSOCIATION POSITION: Treasurer NATURE: Homeowner association INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/14/2025 ADDRESS: 3190 S Vaughn Way Ste 550, Aurora CO 80014, United States DESCRIPTION: Attend board meetings, review property contracts & proposals, plan for long-term community improvements, manage the community budget, and mediate community grievances. 5. BULL, BEAR, BARTZ LLC DBA ENVISION FINANCIAL PARTNERS POSITION: Director of Client Services NATURE: LLC Doing Business As "Envision Financial Partners". INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/01/2020 ADDRESS: 9250 E Costilla Ave, Ste 603, Greenwood Village CO 80112, United States DESCRIPTION: Provide administrative support to clients and financial advisors. 6. NWF ADVISORY SERVICES, INC POSITION: Registered Assistant NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 10/29/2025 ADDRESS: 11835 West Olympic Boulevard, Ste 1155 East, Los Angeles CA 90064, United States DESCRIPTION: I provide administrative support to registered investment advisors. This includes cashiering, executing trades, and performing account transfers. In addition, I provide administrative support for the RIAs' financial planning business, which includes preparing invoices and maintaining a record of planning fees.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-01-06 |
| S65 | Uniform Investment Adviser Law Examination | 2016-06-29 |
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