Richard Austin Holtan
Investment adviser representative at Nwf Advisory Services Inc
42 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
42 years in the industry.
- Nwf Advisory Services IncJun 2025 to now
- OsaicJan 2024 to now
- The Ameriflex GroupJan 2024 to now
- Interactive Financial AdvisorsMay 2013 to now
- Financial Services Investment CorpJul 1984 to now
- Crown Capital Securities, LPApr 2005 to Jan 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (NV).
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
- 2410936
- Firm CRD
- 110410