Best Investors Account Sign in
Claim This Profile
Current Employers
Nwf Advisory Services Inc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-06-04
  • UT RA
    APPROVED
    Since 2025-06-04

Branch Locations

163 East 100 North, Price, UT 84501 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Advisor Networks Llc El Segundo CA 01/2013 05/2024
Meeks Financial, Llc Price UT 11/2005 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 05/2024
Osaic Price UT 04/2024 Present
The Ameriflex Group Las Vegas NV 05/2024 Present
  • 01/2013 → 05/2024
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 11/2005 → Present
    Meeks Financial, Llc
    Price, UT
  • 06/2023 → 05/2024
    Schaumburg, IL
  • 04/2024 → Present
    Osaic
    Price, UT
  • 05/2024 → Present
    Las Vegas, NV
Previous Registrations
  • 2024-05-01 → 2025-07-02
    Prince, UT
  • 2023-06-29 → 2024-05-15
    Price, UT
  • 2005-10-26 → 2023-06-29
    Cetera Wealth Services, Llc
    Price, UT
    Price, UT
  • 1995-03-07 → 2005-10-26
    Zions Direct, Inc.
    Price, UT
Other Businesses

1. VARIOUS INSURANCE CARRIERS, INSURANCE, REPRESENTATIVE SELLS LIFE AND ANNUITIES; 2. NAME OF OTHER BUSINESS: MEEKS FINANCIAL, LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 11/2005, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3. INSURANCE BUSINESS POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2024 ADDRESS: 163 East 100 North, Price UT 84501, United States DESCRIPTION: Insurance agent. 4. PINNACLE FINANCIAL ADVISORS POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 100 START DATE: 05/14/2024 ADDRESS: 163 East 100 North, Price UT 84501, United States DESCRIPTION: DBA and operating LLC to encompass all financial advising and insurance business already disclosed elsewhere. New operating name with a new website 5. GARY D MEEKS REVOCABLE CHILDREN'S TRUST POSITION: Trustee NATURE: Family Trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/18/2012 ADDRESS: 1450 Sagewood Rd, unit 11, Price UT 84501, United States DESCRIPTION: Trustee 6. SKYLINE LODGE, LLC POSITION: member of LLC NATURE: Cabin owned by LLC for non-business activities. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2013 ADDRESS: 1586 West 1725 South, Woods Cross UT 84087, United States DESCRIPTION: Help maintain the property 7. NWF ADVISORY SERVICES, INC POSITION: Investment Advisor Representative NATURE: Corporation^Registered Investment Adviser INVESTMENT RELATED: Yes NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 2 START DATE: 07/30/2025 ADDRESS: 163 E 100 N, PRICE UT 84501-2501, United States DESCRIPTION: I provide Advisory Services such as WRAP, FEE Accounts and Financial Plans. I devote about half of my time to this business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-04-22
S63 Uniform Securities Agent State Law Examination 1994-02-14
  • S65 Uniform Investment Adviser Law Examination
    1994-04-22
  • S63 Uniform Securities Agent State Law Examination
    1994-02-14

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Price, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor