Jacob L Buehler
Investment adviser representative at Nwf Advisory Services Inc
20 yearsExperience
1 stateRegistered in
$6.4BFirm assets
28 yearsFirm in business
Are you Jacob L Buehler? Claim your profile
Contact this firm
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
- OsaicOct 2023 to now
- The Ameriflex GroupOct 2023 to now
- Cetera Advisors LLCSep 2022 to Oct 2023
- First Allied Securities, Inc.Jan 2021 to Sep 2022
- Localedge, a Hearst Media Services CompanyAug 2006 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7329393
- Firm CRD
- 110410