William Grant Ambrosich
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, IncMay 2025 to now
- Osaic Wealth, IncApr 2024 to now
- Envision Financial PartnersMar 2024 to now
- The Ameriflex GroupApr 2024 to Jul 2025
- Prudential Insurance Company of AmericaJun 2020 to Apr 2024
- Pruco Securities, LLC.Dec 2019 to Apr 2024
- UnemployedMay 2018 to Dec 2019
- RaytheonMay 2017 to May 2018
- UnemployedDec 2016 to May 2017
- Target CorporationApr 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7214298
- Firm CRD
- 110410