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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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view David Bruce Hehn's CRS (Customer Relationship Summary).
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®
None

Experience


Current

June 2, 2025 - Present

NWF ADVISORY SERVICES INC

Office #1: 6980 O'bannon Dr. Ste. 500, Las Vegas, NV 89117
RIA
CRD#: 110410
Las Vegas, NV
Current

January 17, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 6980 O'bannon Drive Suite 500, Las Vegas, NV 89117
RIA
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
RR
IAR
Series 66
Date: 4/2/2010
Uniform Combined State Law Examination
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)
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NWF ADV PART 2 A 2024 (3/31/2025)

Regulatory assets under management


Total Number of Accounts11,979
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.

Company Information


NWF ADVISORY SERVICES INC

CRD#: 110410Las Vegas, NV 89117

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