Kelly Renee Rose

Employer firm

Nwf Advisory Services Inc CRD 110410

$6.43B regulatory AUM 109 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2019 → 04/2024
  Pruco Securities, Llc.
  Englewood, CO
• 04/1999 → 01/2019
  Homemaking
  Highlands Ranch, CA
• 02/2018 → 03/2018
  Hobby Lobby Stores Inc
  Lone Tree, CO
• 04/2017 → 07/2017
  Jen Routon (Broker Associate, Madison & Co. Properties)
  Greenwood Village, CO
• 03/2003 → Present
  Advocare International Lp
  Plano, TX
• 01/2019 → 10/2019
  10 Til 2
  Aurora, CO
• 10/2019 → 04/2024
  Prudential Insurance Company Of America
  Englewood, CO
• 04/2024 → Present
  Osaic Wealth, Inc.
  Greenwood Village, CO
• 04/2024 → 07/2025
  The Ameriflex Group
  Las Vegas, NV
• 12/2025 → Present
  Nwf Advisory Services
  Los Angeles, CA
• 02/2023 → Present
  Bull, Bear, Bartz Llc Dba Envision Financial Partners
  Greenwood Village, CO

Previous Registrations

• 2024-04-02 → 2025-09-08
  The Ameriflex Group
  Greenwood Village, CO
• 2020-03-13 → 2024-04-11
  Pruco Securities, Llc.
  Englewood, CO
  Greenwood Village, CO

Other Businesses

1. ENVISION FINANCIAL PARTNERS POSITION: Financial Professional NATURE: Insurance and Investments INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 06/21/2021 ADDRESS: 9250 Costilla Ave, Suite 603, Greenwood Village CO 80115, United States DESCRIPTION: Sales and Service of Insurance and Investments 2. FLATIRONS ACQUISITIONS LLC POSITION: registered agent NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/04/2006 ADDRESS: 10274 Willlowbridge Ct, Highlands Ranch CO 80126, United States DESCRIPTION: This LLC was formed so that earnings from AdvoCare International, and now Life wave, would be directly paid to the LLC and not in my name. 3. LIVEWAVE, INC POSITION: brand partner NATURE: corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/21/2025 ADDRESS: 13893 Minuteman Dr, Draper UT 84020, United States DESCRIPTION: Life wave, Inc is a direct sales company, marketing phototherapy non-transdermal patches. I share the products with friends and family. I do not discuss with clients of my employer, Bull Bear Bartz LLC. 4. BULL BEAR BARTZ LLC DBA ENVISION FINANCIAL PARTNERS POSITION: Operations Coordinator NATURE: LLC dba Envision Financial Partners INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 12/01/2020 ADDRESS: 9250 E Costilla Ave Ste 603, Greenwood Village CO 80112, United States DESCRIPTION: Process new business accounts and cashiering activities 5. ADVOCARE INTERNATIONAL LP POSITION: Independent Distributor NATURE: AdvoCare International LP INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2003 ADDRESS: 2800 Telecom Pkwy, Richardson TX 75082, United States DESCRIPTION: I am an Independent Distributor with AdvoCare, a nutritional products direct sales company. I began March 2003 and was actively involved in selling products and recruiting members until May 2015. I am not active in the business, I devote no time nor have any duties/responsibilities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-03-10
• S63 Uniform Securities Agent State Law Examination
  2019-12-04

Other Names

• Kelly R Drummond
• Kelly Renee Rose
• Kelly Renee Drummond