Andrew Robert Santibanez
Investment adviser representative at Nwf Advisory Services Inc
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Nwf Advisory Services IncJun 2025 to now
- Osaic Wealth, Inc.Jan 2024 to now
- The Ameriflex GroupJan 2024 to now
- Crown Capital Securities, LPFeb 2018 to Jan 2024
- Mba Capital Advisors/crown Capital Securities, LPOct 2017 to Jan 2024
- UnemployedMay 2017 to Sep 2017
- JP Morgan Chase BankMar 2016 to Apr 2017
- JP Morgan Securities LLCMar 2016 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
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
- 6124680
- Firm CRD
- 110410