Nfp Advisor Services, LLC

Nfp Advisor Services, LLC (CRD# 42046) is a financial advisory firm headquartered in Austin, TX. They manage $12,253,997,703 in 54,412 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    12,254
    MILLION
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Nfp Advisor Services, LLC
Showing 1 - 10 of 1,022 top financial advisors.
1
August D. Consiglio
CRD#: 1516553
131 Oakhaven Drive, Wexford, PA 15090
103
Wealthminder
score

August Consiglio is an independent financial advisor registered with NFP Advisor Services, LLC.  He has been a Chartered Financial Consultant (ChFC) for over 25 years and has been selected as a 5 Star Wealth Manager in Western PA for 7 consecutive years. 

2
Stephen F. Curry
CRD#: 5207046
5 Revere Drive, Ste#130, Northbrook, IL 60062
103
Wealthminder
score

Stephen Curry (CRD# 5207046) is an Investment Advisor Representative offered through Kestra Advisory Services, LLC and affiliated with NFP Corporate Services (IL), Inc. in Northbrook, IL and has over 9 years of experience in the finance industry.

3
Robert G. Russell
CRD#: 2614704
301 N. Main Street, 24th Floor, Winston Salem, NC 27101
103
Wealthminder
score

Robert Russell (CRD# 2614704) is an Investment Advisor Representative of Kestra Advisor Services, LLC in Winston Salem, NC and has over 21 years of experience in the finance industry. Robert Russell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

4
Kurt W. Wiegert
CRD#: 3217130
555 Fairmount Ave., Suite 102, Towson, MD 21286
103
Wealthminder
score

Towson Wealth Management was founded by Kurt Wiegert, with the mission to create a company specializing in supporting and transitioning people into retirement and throughout their retirement years. He began his financial planning career in 1996 with a private accounting firm, where he served as the senior financial advisor and lead portfolio investment manager. Prior to forming Towson Wealth Management, he served as a Vice President of Wealth Management at a private financial planning and corporate benefits firm. Since 1996, he has had extensive experience working with individuals, families and closely held business owners in comprehensive financial planning.

Towson Wealth Management allows our clients to delegate their complex financial planning needs to one trusted advisory resource. “Our clients love the fact that we can help in coordinating their other professional advisors including tax and legal relationships, into our financial planning process. This helps to free up their personal time so they can focus on their own life passions.”

Kurt holds the following professional qualifications:

  • Towson University - Bachelor of Science, Business Administration & Finance Degree
  • Stevenson University – (CFP®) designation curriculum
  • Certified Financial Planner (CFP®) designation – CFP Board of Standards
  • Series 7 (General Securities Representative)
  • Series 63 (Uniform Securities Agent State Law)
  • Life and Health Insurance licenses
5
Steven B. Goldstein
CRD#: 4584706
11680 Great Oaks Way, Ste 175, Alpharetta, GA 30022
101
Wealthminder
score

Steven Goldstein (CRD# 4584706) is an Investment Advisor Representative working at oXYGen Financial, Inc. in Alpharetta, GA and has over 13 years of experience in the finance industry. Steven Goldstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

6
Nathan D. Sealey
CRD#: 2997307
7300 Dixie Hwy Ste #800, Clarkston, MI 48348
101
Wealthminder
score

Nathan Sealey (CRD# 2997307) is an Investment Advisor Representative and independent registered representative at Nfp Advisor Services, and has over 18 years of experience in the finance industry.

 

www.brassringwealth.com | @brassringwealth | 855- BRASSRW

248-913-2320 | [email protected]

 

Brass Ring Wealth Management (BRWM) is a Clarkston Based, family-owned financial planning practice that specializes in tax efficient financial planning. Proper management of your wealth is essential, and we believe you should work with us.

Our investment and insurance professionals assist clients and business owners from all walks of life.  Whether you have 30 years or 30 days from retirement we help you become more confident in your ability to care for yourself and your family.  

 

He helps protect your assets now and through retirement with our common sense  client centered approach.  As an independent office we have no proprietary products and services which frees us from many conflicts of interest. The confidence that our clients enjoy is born from the strength of our relationship.

 

We provide:
  Investment Selection
  Insurance Protection
  Portfolio Management and Guidance
  Group Financial Education and Consulting
  Retirement, Income ,College, Nursing Home,  and Estate Planning 

 

BRWM’s owner Nathan Sealey has been recognized for three consecutive years, 2013,2014, 2015 as a FIVE Star Wealth manager by HOUR Magazine and Dbusiness. In 2015 Hour Magazine featured Nathan in their Faces of Detroit Issue as the Face of Wealth Management.

 

Nathan Sealey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

7
Christopher T. Wilhoit
CRD#: 4254265
310 Love Point Road, Stevensville, MD 21666
100
Wealthminder
score

As the owner of Chesapeake Investment Planning, Todd Wilhoit provides his individual and business clients with quality, personal and professional financial planning advice, investment management, and insurance planning services. Todd has worked in the finance industry for more than 16 years and is passionate about helping individuals develop a pathway to financial independence now and for the future. Todd is a Certified Retirement Planning Counselor as well as a graduate of Eastern Kentucky University where he obtained a Bachelor of Science degree in Finance. He resides in Stevensville, Maryland with his wife and two kids where he is an active contributor to the community. He serves as the President of the United Way of Queen Anne's County, is the Vice President of Maryland's Fight Against Cancer, and volunteers as a coach in several different youth programs.

8
Jason J. Bogaczyk
CRD#: 4450581
1250 Capital Of Texas Hwy S. #2-125, Austin, TX 78746
98
Wealthminder
score

Jason Bogaczyk (CRD# 4450581) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Austin, TX and has over 8 years of experience in the finance industry.

9
Daniel G. Aceti
CRD#: 1876666
6302 Fairview Road, Suite 309, Charlotte, NC 28210
96
Wealthminder
score

Daniel Aceti (CRD# 1876666) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Charlotte, NC and has over 28 years of experience in the finance industry.

10
Troy K. Ahrens
CRD#: 2679025
1221 South Mopac Expressway, Suite 160, Austin, TX 78746
96
Wealthminder
score

Troy Ahrens (CRD# 2679025) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Austin, TX and has over 19 years of experience in the finance industry.

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