Daniel Ross Heironimus
Investment adviser representative at Nwf Advisory Services Inc
24 yearsExperience
1 stateRegistered in
$6.4BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
24 years in the industry.
- Nwf Advisory Services IncMay 2025 to now
- Osaic Wealth, Inc.Sep 2023 to now
- The Ameriflex GroupJul 2023 to Jul 2025
- Sagepoint Financial, Inc.Jul 2023 to Sep 2023
- Independent Financial Group, LLCFeb 2018 to Jul 2023
- Signator Investors, Inc.May 2016 to Feb 2018
- Schumacher Financial ServicesFeb 2002 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (MO).
Nwf Advisory Services Inc
$6.4BAssets managed
11,433Clients
107Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2272187
- Firm CRD
- 110410