LK
Lawrence F. Kushner
NWF ADVISORY SERVICES
AVON, CT
Some features on this profile are disabled
CRD#: 4970782
LK
Professional summary
Lawrence Fred Kushner is a registered financial advisor currently at NWF ADVISORY SERVICES INC located in Avon, Connecticut and OSAIC WEALTH, INC. located in Avon, Connecticut.
Lawrence is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Lawrence has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 51 and Series 24 exams.
Question & Answer
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. CORNERSTONE WEALTH MANAGEMENT GROUP LLC POSITION: Founder, Wealth Advisor NATURE: Doing Business As ("DBA")Insurance-Life/Health INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 136 START DATE: 01/28/2009 ADDRESS: 19 Thistle Hollow, Avon, CT 06001 DESCRIPTION: Life, health, and disability insurance sales 2. CORNERSTONE WEALTH MANAGEMENT GROUP LLC POSITION: Founder, Wealth Advisor NATURE: Doing Business As ("DBA")Cornerstone Wealth Management Group LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 168 SECURITIES TRADING HOURS: 168 START DATE: 01/28/2009 ADDRESS: 19 Thistle Hollow, Avon, CT 06001 DESCRIPTION: Securities and financial planning 3. AIR SOLUTIONS EAST, LLC POSITION: Founder and Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/12/2003 ADDRESS: 19 Thistle Hollow, Avon CT 06001, United States DESCRIPTION: HVAC Manufacturer's Representative 4. WEALTH FOR DOCS POSITION: Founder, Wealth Advisor NATURE: Doing Business As ("DBA") INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/27/2019 ADDRESS: 19 Thistle Hollow, Avon, CT 06001 DESCRIPTION: Financial planning, investment management, and life, health, disability insurance sales for doctors and other health care professionals 5. BOOK AUTHOR POSITION: Author NATURE: Wrote a book that is approved by compliance called "Nine Money Mistakes that Doctors Make" INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/13/2020 ADDRESS: 19 Thistle Hollow, Avon CT 06001, United States DESCRIPTION: wrote a book see above 6. LAWRENCE KUSHNER POSITION: Insurance Agent NATURE: Insurance agent for life, health, and disability insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 07/01/2005 ADDRESS: 19 Thistle Hollow, Avon, CT 06001-3960 DESCRIPTION: Sale of life, health, and disability insurance. 7. NWF ADVISORY SERVICES, INC. POSITION: Investment Advisor Representative NATURE: Corporation- Registered Investment Adviser INVESTMENT RELATED: Yes NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 80 START DATE: 06/30/2025 ADDRESS: 19 Thistle Hollow, Avon, CT 06001 DESCRIPTION: I provide advisory services such as wrap, fee accounts, and financial plans. I devote about half of my time to this business. 8. WEALTH FOR DOCS POSITION: Owner NATURE: doing business as INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/01/2009 ADDRESS: 19 Thistle Hollow, Avon CT 06001, United States DESCRIPTION: doing business as 9. CORNERSTONE WEALTH MANAGEMENT GROUP POSITION: Owner NATURE: Doing Business As INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/01/2009 ADDRESS: 19 Thistle Hollow, Avon CT 06001, United States DESCRIPTION: This is an LLC that is used as a marketing and doing business as
CRS (Client Relationship Summary) - RIA
Click below to view Lawrence Fred Kushner'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
May 28, 2025 - Present
NWF ADVISORY SERVICES INC
RIA
CRD#: 110410
AVON, CT
Current
July 29, 2024 - Present
OSAIC WEALTH, INC.
RIA
BD
CRD#: 23131
AVON, CT
Past
July 29, 2024 - July 2, 2025
THE AMERIFLEX GROUP
RIA
CRD#: 305585
Avon, CT
Past
January 27, 2009 - July 31, 2024
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
AVON, CT
Past
January 27, 2009 - July 31, 2024
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
AVON, CT
Past
August 29, 2005 - January 29, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
EAST HARTFORD, CT
Past
August 8, 2005 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
August 8, 2005 - January 29, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
EAST HARTFORD, 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
California(7/29/2024)
RR
Colorado(7/29/2024)
RR
Connecticut(7/29/2024)
IAR
Connecticut(5/28/2025)
RR
Florida(7/29/2024)
RR
Maryland(7/29/2024)
RR
Massachusetts(7/29/2024)
RR
New Hampshire(7/29/2024)
RR
New Jersey(7/29/2024)
RR
New York(7/29/2024)
RR
North Carolina(7/31/2024)
RR
Pennsylvania(7/29/2024)
RR
Rhode Island(7/29/2024)
RR
Texas(7/29/2024)
RR
Virginia(7/29/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
