Matthew Allen Bartz
Investment adviser representative at Nwf Advisory Services Inc
20 yearsExperience
1 stateRegistered in
ChFC®Designation
$6.4BFirm assets
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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
20 years in the industry.
- Nwf Advisory Services IncMay 2025 to now
- OsaicApr 2024 to now
- Envision Financial PartnersDec 2020 to now
- The Ameriflex GroupApr 2024 to Jul 2025
- Pruco Securities, LLC.Nov 2020 to Apr 2024
- Prudential Insurance Company of AmericaNov 2020 to Apr 2024
- Pruco SecuritiesJun 2006 to Oct 2020
- Prudential InsuranceJun 2006 to Oct 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 5165117
- Firm CRD
- 110410