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Current Employers
Nwf Advisory Services Inc

11835 W Olympic Blvd Ste 1155 E., Los Angeles, CA 90064 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-10-24
  • CO RA
    APPROVED
    Since 2025-10-24

Branch Locations

9250 E. Costilla Ave #603, Greenwood Village, CO 80112 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2013 → 07/2017
    Safehouse Denver
    Denver, CO
  • 03/2015 → 04/2024
    Greenwood Village, CO
  • 05/2015 → 02/2023
    The Prudential Insurance Company Of America
    Englewood, CO
  • 10/2017 → 04/2018
    Lyft
    San Francisco, CA
  • 02/2023 → Present
    Bull, Bear, Bartz, Llc Dba Envision F
    Greenwood Village, CO
  • 04/2024 → Present
    Osaic Wealth, Inc
    Greenwood Village, CO
  • 04/2024 → 07/2025
    Las Vegas, NV
  • 10/2025 → Present
    Nwf Advisory Services, Llc
    Los Angeles, CA
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-01-06
S65 Uniform Investment Adviser Law Examination 2016-06-29
  • S63 Uniform Securities Agent State Law Examination
    2017-01-06
  • S65 Uniform Investment Adviser Law Examination
    2016-06-29

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