DFX Intelligence
Advisors
Advisors registered through Nwf Advisory Services IncAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
108 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Peter Wei Wang dual registrant | Nwf Advisory Services Inc independent RIA | Yorba Linda, Ca | Mar 22, 2005 | 35 y | 5 | 2 |
| Noah Evans Weinstein dual registrant | Nwf Advisory Services Inc independent RIA | Jamestown, Ny | May 18, 2025 | 11 y | 3 | 1 |
| Jennifer Wernsing dual registrant | Nwf Advisory Services Inc independent RIA | Greenwood Village, Co | Oct 24, 2025 | 13 y | 2 | 1 |
| M•••••• T••••• W••••• Certified Financial Planner · dual registrant | N•• A••••••• S••••••• I•• independent RIA | Los Angeles, Ca | Feb 6, 2017 | 32 y | 1 | 1 |
| J•••• J••••• W••• Certified Financial Planner · dual registrant | N•• A••••••• S••••••• I•• independent RIA | St. Louis, Mo | Mar 10, 2009 | 25 y | 4 | 16 |
| T•• J••••• W••• Certified Financial Planner · dual registrant | N•• A••••••• S••••••• I•• independent RIA | Redding, Ca | Feb 16, 2017 | 34 y | 2 | 1 |
| L••••• C•••• W••••• dual registrant | N•• A••••••• S••••••• I•• independent RIA | Los Angeles, Ca | Mar 3, 2017 | 42 y | 1 | 1 |
| D••••• F•••• Y••••••• Certified Financial Planner, Chartered Financial Consultant · dual registrant | N•• A••••••• S••••••• I•• independent RIA | Los Angeles, Ca | Jul 8, 1997 | 35 y | 0 | 2 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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