Nbs Financial Services, Inc.

Nbs Financial Services, Inc. (CRD# 110600) is a financial advisory firm headquartered in Westlake Village, CA. They manage $248,283,334 in 402 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
340 N Westlake Blvd, Ste 112, Westlake Village, CA 91362
http://www.nbscompanies.com
By the Numbers
  • Total Assets Under Management
    248
    MILLION
  • Total Number of Accounts
    402
    ACCOUNTS
  • Average Account Value
    $617,620
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, NV, TX

Financial Advisors at Nbs Financial Services, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Joseph Brooks, financial advisor Westlake Village CA
Joseph K. Brooks
CRD#: 2243755
340 N Westlake Blvd, Ste 112, Westlake Village, CA 91362

Joseph Brooks (CRD# 2243755) is an Investment Advisor Representative working at Nbs Financial Services, Inc. in Westlake Village, CA and has over 31 years of experience in the finance industry.

2
Kenneth Butler, financial advisor Westlake Village CA
Kenneth C. Butler
CRD#: 1279538
340 North Westlake Blvd., Suite 112, Westlake Village, CA 91362

Kenneth Butler (CRD# 1279538) is an Investment Advisor Representative working at Nbs Financial Services, Inc. in Westlake Village, CA and has over 24 years of experience in the finance industry.

3
Joseph Crossan, financial advisor Westlake Village CA
Joseph J. Crossan
CRD#: 1449271
340 N. Westlake Blvd., Suite 112, Westlake Village, CA 91362

Joseph Crossan (CRD# 1449271) is an Investment Advisor Representative working at Nbs Financial Services, Inc. in Westlake Village, CA and has over 33 years of experience in the finance industry.

4
Susan Crossan, financial advisor Westlake Village CA
Susan Y. Crossan
CRD#: 4781441
340 N Westlake Blvd, Ste 112, Westlake Village, CA 91362

Susan Crossan (CRD# 4781441) is an Investment Advisor Representative working at Nbs Financial Services, Inc. in Westlake Village, CA and has over 12 years of experience in the finance industry.

5
Robert Johanson, financial advisor Westlake Village CA
Robert V. Johanson
CRD#: 4788642
340 N. Westlake Blvd., Suite 112, Westlake Village, CA 91362

Robert Johanson (CRD# 4788642) is an Investment Advisor Representative working at Nbs Financial Services, Inc. in Westlake Village, CA and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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