DH
David B. Hehn
NWF ADVISORY SERVICES
Las Vegas, NV 89117
Some features on this profile are disabled
CRD#: 4425629
DH
Professional summary
David Bruce Hehn, who also goes by David B. Hehn, is a registered financial advisor currently at NWF ADVISORY SERVICES INC located in Las Vegas, Nevada and OSAIC WEALTH, INC. located in Las Vegas, Nevada.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. David has worked at 7 firms and has passed the Series 66, Series 65, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
David B. Hehn
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. START DATE 12/2015 I DEVOTE 2 HRS/MO (NONE DURING TRADING) AS DIRECTOR OF MBA CAPITAL ADVISORS. THIS IS AN INVESTMENT-RELATED ACTIVITY AND SERVES AS THE DBA FOR ME TO RUN THE EXPENSES AND ACCOUNTING FOR MY PRACTICE. BUSINESS ADDRESS IS THE SAME AS BRANCH. 2. START DATE 08/2015 I DEVOTE 10 HRS/MO (NONE DURING TRADING) AS SR. FINANCIAL ANALYST FOR A PRIVATE REALTY GROUP. THIS IS NOT AN INVESTMENT-RELATED ACTIVITY, AND MY DUTIES INCLUDE BUILDING FINANCIAL BUDGETS AND MODELS FOR A PRIVATE REAL ESTATE INVESTMENT GROUP. BUSINESS ADDRESS: RENO, NV 3. SCANDIA REAL ESTATE GROUP, INC POSITION: Sr. Financial Analyst NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2015 ADDRESS: 9730 S. Virginia Street, Reno NV 89511, United States DESCRIPTION: I am a Financial Analyst for Scandia Realty Group, Inc. As a financial analyst, I build budgets for a private real estate firm that develops, purchases and rehabilitates properties for sale and lease. Cool Classics International is a privately held classic car dealership. Both Scandia Realty Group, Inc., and Cool Classics International have the same owner. As a matter of convenience for the owner, payroll is processed through Cool Classics International. 4. MBA CAPITAL ADVISORS POSITION: Director NATURE: It is the DBA/marketing name for our firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 6980 O'Bannon Drive, Suite 500, Las Vegas NV 89117, United States DESCRIPTION: This is a marketing name and DBA for our practice. It includes our website and business cards/letterhead. 5. FINANCIAL SERVICES & INVESTMENT CORPORATION POSITION: Referral partner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 6980 O'Bannon Drive, Suite 100, Las Vegas NV 89117, United States DESCRIPTION: Strategic referral partnership 6. DAVID HEHN INSURANCE AGENT POSITION: Insurance Agent NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2024 ADDRESS: 6980 O'Bannon Drive, Suite 500, Las Vegas NV 89117, United States DESCRIPTION: Insurance Agent providing fixed insurance services and solutions. 7. NWF ADVISORY SERVICES, INC. POSITION: Investment Advisor Representative NATURE: Corporation - Registered Investment Adviser INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/09/2025 ADDRESS: 11835 Olympic Blvd, Suite 1155 E, Los Angeles CA 90064, United States DESCRIPTION: I PROVIDE ADVISORY SERVICES SUCH AS WRAP, FEE ACCOUNTS, AND FINANCIAL PLANS. I DEVOTE MOST OF MY TIME TO THIS BUSINESS.
CRS (Client Relationship Summary) - RIA
Click below to view David Bruce Hehn'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®
NoneExperience
Current
June 2, 2025 - Present
NWF ADVISORY SERVICES INC
Office #1: 6980 O'bannon Dr. Ste. 500, Las Vegas, NV 89117RIA
CRD#: 110410
Las Vegas, NV
Current
January 17, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 6980 O'bannon Drive Suite 500, Las Vegas, NV 89117RIA
BD
CRD#: 23131
Las Vegas, NV
Past
January 26, 2024 - July 2, 2025
THE AMERIFLEX GROUP
RIA
CRD#: 305585
Las Vegas, NV
Past
January 22, 2016 - January 24, 2024
CROWN CAPITAL SECURITIES, L.P.
RIA
CRD#: 6312
LAS VEGAS, NV
Past
January 14, 2016 - January 24, 2024
CROWN CAPITAL SECURITIES, L.P.
BD
CRD#: 6312
LAS VEGAS, NV
Past
March 25, 2015 - January 5, 2016
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
RENO, NV
Past
March 25, 2015 - January 5, 2016
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
RENO, NV
Past
January 3, 2011 - January 13, 2015
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
LAS VEGAS, NV
Past
January 3, 2011 - January 13, 2015
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
LAS VEGAS, NV
Past
April 5, 2010 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
RIA
CRD#: 10582
RENO, NV
Past
February 2, 2010 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
BD
CRD#: 10582
RENO, NV
Past
August 31, 2005 - November 20, 2007
ZIONS CAPITAL ADVISORS, INC.
RIA
CRD#: 131308
LAS VEGAS, NV
Past
August 31, 2004 - December 7, 2004
ZIONS CAPITAL ADVISORS, INC.
RIA
CRD#: 131308
LAS VEGAS, NV
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
California(1/17/2024)
RR
Colorado(1/17/2024)
RR
Florida(1/24/2024)
RR
Hawaii(8/14/2024)
RR
Minnesota(2/20/2024)
RR
Nevada(1/17/2024)
IAR
Nevada(6/2/2025)
RR
New York(2/6/2025)
RR
Ohio(1/17/2024)
RR
Oregon(1/17/2024)
RR
Texas(1/17/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
