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Jennifer Wernsing

Investment adviser representative at Nwf Advisory Services Inc
13 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

13 years in the industry.

  1. Nwf Advisory Services, LLCOct 2025 to now
  2. Osaic Wealth, IncApr 2024 to now
  3. Bull, Bear, Bartz, LLC dba Envision FFeb 2023 to now
  4. The Ameriflex GroupApr 2024 to Jul 2025
  5. LyftOct 2017 to Apr 2018
  6. The Prudential Insurance Company of AmericaMay 2015 to Feb 2023
  7. Pruco Securities, LLCMar 2015 to Apr 2024
  8. Safehouse DenverAug 2013 to Jul 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2016
  • Series 63 · Uniform Securities Agent State Law2017

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
5873862
Firm CRD
110410
Advisor's SEC record (opens in a new tab)
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