This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

NWF ADVISORY SERVICES INC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

2

Registered states

2

Designations

Chartered Financial Consultant

Exams

S63|S65

First exam

Aug 11, 2006

First registration

Apr 15, 2010

Dual registered

yes, broker-dealer

Other names

MATTHEW BARTZ|Matt Bartz

IAPD individual key

5165117

• Occurred

  Jul 3, 2025
  Advisor changed firm

  Matthew Allen Bartz left The Ameriflex Group for Osaic Wealth, Inc. (registered 2024-07-03)

  Form ADVobserved 6 days ago
• Occurred

  Apr 11, 2024
  Advisor changed firm

  Matthew Allen Bartz left Pruco Securities, Llc for The Ameriflex Group (registered 2024-04-02)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:30503bc7-5253-1ee2-9b3a-62745a8b8355

First observed

Apr 15, 2010

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.