Be advised. This firm is no longer registered.

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 13 top financial advisors.
1
Blair D. Applegate
CRD#: 5774739
Aliso Viejo, CA 92656

Blair Applegate (CRD# 5774739) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Aliso Viejo, CA and has over 9 years of experience in the finance industry.

2
Jason J. Bogaczyk
CRD#: 4450581
Austin, TX 78746

Jason Bogaczyk (CRD# 4450581) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Austin, TX and has over 12 years of experience in the finance industry.

3
Stephen F. Curry
CRD#: 5207046
Northbrook, IL 60062

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.

4
Terry P. Ford
CRD#: 4129455
Woodstock, GA 30188

Terry Ford (CRD# 4129455) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Woodstock, GA and has over 20 years of experience in the finance industry. Terry Ford 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 put clients' interests first and comply with the Financial Planning Practice Standards.

5
Steven B. Goldstein
CRD#: 4584706
Alpharetta, GA 30022

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
Michael A. Iley
CRD#: 4343380
One Woodward Ave., Ste 1500, Detroit, MI 48226

Michael Iley (CRD# 4343380) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Detroit, MI and has over 18 years of experience in the finance industry.

7
Megan A. Lamb
CRD#: 6330163
Stevensville, MD 21666

Megan Lamb (CRD# 6330163) is an Investment Advisor Representative working at Chesapeake Investment Planning LLC in Stevensville, MD and has 1 year of experience in the finance industry.

8
John K. Palladino, MBA, AIF®, CRPS®
CRD#: 5475717
Austin, TX 78746

John Keith Palladino (CRD# 5475717) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX.  John is dually registered with FINRA and the SEC.

 

401(k) & 403(b) Fiduciary Advisors, Inc. is an independent qualified retirement plan consulting company whose services help protect plan fiduciaries from personal and corporate financial liability, while enhancing investment opportunities for plan participants.  We provide fiduciary and investment guidance for institutional plan sponsors of 401(k), 403(b) and 457 defined contribution plans. Our sole focus is retirement plan consulting.  As a prudent expert, we strive to provide objective and unbiased advice to trustees, administrators and fiduciaries of qualified retirement plans.

 

9
Robert G. Russell
CRD#: 2614704
Winston Salem, NC 27101

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.

10
Nathan D. Sealey
CRD#: 2997307
Austin, TX 78746

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.

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