Erick R. Krosky
NWF ADVISORY SERVICES
TEMPE, AZ 85284
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CRD#: 4268615
Professional summary
Erick Robert Krosky, CFP®, CIMA® is a registered financial advisor currently at NWF ADVISORY SERVICES INC located in Tempe, Arizona and OSAIC WEALTH, INC. located in Scottsdale, Arizona.
Erick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Erick has worked at 12 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Social Security Planning
Business Succession Planning
Life Transitions
Retirement Income Management
Long-term Care
Investment Planning
Education Planning
Inheritance
Insurance Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Bev's Homes, Inc POSITION: None NATURE: This C Corp owns and operates 3 Assisted Living homes under the DBA Caring for Loved Ones. Bev's Homes Inc. PSP owns 98%, I own 1% and my wife owns 1%. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/27/2020 ADDRESS: 6386 E Bent Tree Dr, Scottsdale, AZ 85266 DESCRIPTION: My wife runs the care homes with the help of an overall manager and staff. I help my wife with business decisions, marketing, and handyman work from time to time. 2. BEV'S HOMES I, LLC POSITION: None NATURE: Bev's Homes I, LLC is a Limited Liability Company INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/10/2025 ADDRESS: 6386 East Bent Tree Dr, Scottsdale, AZ 85266, United States DESCRIPTION: This is a passive rental property. I field occasional calls from the tenant and may have to fix some things from time to time. 3. BEV'S HOMES II, LLC POSITION: None NATURE: Bev's Homes II, LLC is a Limited Liability Company INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/10/2025 ADDRESS: 6386 East Bent Tree Dr, Scottsdale, AZ 85266, United States DESCRIPTION: Fielding occasional calls for repairs and issues at the house. 3. ERICK R KROSKY POSITION: Self NATURE: Sole proprietor - Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/07/2013 ADDRESS: 16427 N Scottsdale Rd, Suite 410, Scottsdale AZ 85254, United States DESCRIPTION: Offering insurance products to clients 4. REDEMPTION WEALTH MANAGEMENT, LLC POSITION: Managing member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/19/2025 ADDRESS: 16427 N Scottsdale Rd, Suite 410, Scottsdale, AZ 85254, United States DESCRIPTION: This is a DBA for my activities as a Financial Advisor for Osaic Wealth. I will pay office expenses and market myself under this LLC. 5. NFW ADVISORY SERVICES, INC. POSITION: Financial Advisor NATURE: Corporation - Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/27/2025 ADDRESS: 16427 N Scottsdale Rd, Suite 410, Scottsdale AZ 85254, United States DESCRIPTION: I provide advisory services such as wrap, fee accounts and financial planning services.
CRS (Client Relationship Summary) - RIA
Click below to view Erick Robert Krosky's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2003
Experience
Current
August 1, 2025 - Present
NWF ADVISORY SERVICES INC
Office #1: 2033 E Warner Rd Suite 106, Tempe, AZ 85284RIA
CRD#: 110410
TEMPE, AZ
Current
September 1, 2023 - Present
OSAIC WEALTH, INC.
Office #1: 16427 N Scottsdale Road Suite 410, Scottsdale, AZ 85254RIA
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
February 27, 2023 - July 2, 2025
THE AMERIFLEX GROUP
RIA
CRD#: 305585
Scottsdale, AZ
Past
February 24, 2023 - September 1, 2023
OSAIC SERVICES, INC.
BD
CRD#: 133763
Scottsdale, AZ
Past
February 17, 2017 - February 9, 2023
EDWARD JONES
RIA
CRD#: 250
SCOTTSDALE, AZ
Past
February 17, 2017 - February 9, 2023
EDWARD JONES
BD
CRD#: 250
SCOTTSDALE, AZ
Past
December 13, 2016 - February 21, 2017
PNC MANAGED ACCOUNT SOLUTIONS, INC.
RIA
CRD#: 110476
Phoenix, AZ
Past
November 30, 2016 - February 21, 2017
BBVA SECURITIES INC.
BD
CRD#: 27060
PHOENIX, AZ
Past
January 15, 2013 - October 14, 2016
PACIFIC SELECT DISTRIBUTORS, LLC
BD
CRD#: 4452
NEWPORT BEACH, CA
Past
October 24, 2012 - January 16, 2013
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
RIA
CRD#: 611
SCOTTSDALE, AZ
Past
October 18, 2012 - January 16, 2013
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
BD
CRD#: 611
OMAHA, NE
Past
June 23, 2011 - June 13, 2012
CALAMOS FINANCIAL SERVICES LLC
BD
CRD#: 19850
NAPERVILLE, IL
Past
June 5, 2008 - January 21, 2011
CAPITAL BROKERAGE CORPORATION
BD
CRD#: 10465
GLEN ALLEN, VA
Past
November 13, 2000 - May 14, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
SCOTTSDALE, AZ
Past
October 4, 2000 - May 14, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
FAIRFIELD, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NA
NWF ADVISORY SERVICES INC
AFP ADVISORY SERVICES INC | NWF ADVISORY SERVICES INC
CRD#: 110410 / SEC#: 801-55681
RIA
Registered Investment Advisory firm - (6/30/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/1/2023)
IAR
Arizona(8/1/2025)
RR
California(9/1/2023)
RR
Colorado(9/1/2023)
RR
Connecticut(9/1/2023)
RR
Florida(9/1/2023)
RR
Idaho(5/22/2024)
RR
Illinois(9/1/2023)
RR
Iowa(9/1/2023)
RR
Kansas(9/1/2023)
RR
Massachusetts(6/3/2024)
RR
Michigan(9/1/2023)
RR
Nevada(9/1/2023)
RR
New Mexico(9/1/2023)
RR
New York(9/1/2023)
RR
North Carolina(9/1/2023)
RR
Ohio(10/2/2023)
RR
Pennsylvania(9/1/2023)
RR
Tennessee(10/12/2023)
RR
Texas(9/1/2023)
RR
Utah(9/1/2023)
RR
Virginia(9/1/2023)
RR
Washington(9/1/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
NA
NWF ADVISORY SERVICES INC
AFP ADVISORY SERVICES INC | NWF ADVISORY SERVICES INC
CRD#: 110410 / SEC#: 801-55681
RIA
Registered Investment Advisory firm - (6/30/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11835 W Olympic Blvd Ste 1155 E., Los Angeles, CA 90064
Mailing Address
Phone number
(310) 475-5854
Established
Firm type
Fiscal year end
# of Employees
71
SEC notice filing (24 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,979 |
| AUM (Assets Under Management) | $ 3,824,876,751 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
