David L. Bear
NWF ADVISORY SERVICES
GREENWOOD VILLAGE, CO 80112
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CRD#: 5676389
Professional summary
David Lambert Bear, CFP® is a registered financial advisor currently at NWF ADVISORY SERVICES INC located in Greenwood Village, Colorado and OSAIC WEALTH, INC. located in Greenwood Village, Colorado.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. David has worked at 6 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 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. 11 BURGUNDY CT, LLC POS:Owner/Partner NATURE:Real Estate Dev Rental &Leasing INVEST RELATED:No NUMBER OF HRS:2 SECURITIES TRADING HRS:0 START DATE: 08/01/2016 ADDRY: 11 Burgundy Ct,Highland Ranch CO 80126,DESCR:Rental property 2. BEAR MOUNTAIN PROPERTIES DURANGO ONE, LLC POS:Mng Partner NATURE:Real Estate Dev Rental/Leasing INVEST RELATED: No NUMBER OF HRS:4 SECURITIES TRADING HRS:0 START DATE:01/01/2014 ADDY:145 Cedar Ridge Way,175 Metz Lane #202, Durango CO 81531,DESCR: Rental Property 3. MACLACHLAN MINERAL CO, LLC POS:Mng Partner of LLC created for Oil &Gas investment made 4 yrs ago,we receive monthly royalty checks.No active mgmt responsibilities.NATURE: Mfg INVEST RELATED: No NUMBER OF HS: 1 SECURITIES TRADING HS:0 START DATE:10/23/2017,ADDY:1428 E Maplewood Ct,Centennial CO 80121 DESCR:Mng Partner of LLC. Createdfor Oil &Gas investment made 4 yrs ago. Make sure we file annual stmts to keep currentwith Secretary of State's office for business licensing.Make sure taxes are filed &income reported correctly. 4. BULL BEAR BARTZ LLC POS:Mng partner NATURE:Real Estate Dev.Rental &Leasing INVESTMENT RELATED:No # OF HRS:1 SECURITIES TRADING HRS:0 START DATE: 11/1/20 ADDY:1428 E Maplewood Ct, Centennial CO 80121.DESCR:DBA for private office. Managing payables &receivables for leasing private office space. 5. ENVISION FINANCIAL PARTNERS POS:Mng Partner NATURE:Finance &Insurance INVESTMENT RELATED:No # OF HRS:160 SECURITIES TRADING HRS:160 START DATE:06/29/20.ADDY:9250 E Costilla Ave,STE 603,Greenwood Village CO 80112,DESCRIPT:Equal partner in dba, focus on operational aspects of office&development, deployment&implementation of financial products&services. 6. ENVISION FINANCIAL PARTNERS POS:Financial Planner NATURE:Registered trade name held out to public but operates under bear bartz llc INVESTMENT RELATED: Yes NUMBER OF HRS:160 SECURITIES TRADING HRS:160 START DATE:11/01/2021 ADDY: 9250 east costilla ave, suite 603, greenwood village CO 80112.DESCR: financial planning, general investment advice&portfolio mgmt 7. NWF ADVISORY SERVICES, INC POS: Investment Advisor Representative NATURE: Corp,Reg Invest Advisor INVEST RELATED: Yes NUMBER OF HRS:60 SECURITIES TRADING HRS:60 START DATE:07/12/2009.ADDY: 9250 E Costilla Ave, Suite 603, Greenwood Village CO 80112, DESCR: Provide advisory services-wrap fee accts&financial planning services.dedicate approx half my time to this activity 8. DAVID BEAR POS: Insurance Agent NATURE: Ins Agent INVEST RELATED: Yes NUMBER OF HRS:50 SECURITIES TRADING HRS:50 START DATE:08/01/2008 ADDY:9250 east costilla ave,suite 603,greenwood village CO 80112,DESC:sell&service insurance 9. ENVISION FINANCIAL PARTNERS POS:Financial Planner/Mng Partner NATURE:this is registered trade name held out to public,business operates under bull bear bartz llc INVEST RELATED:Yes NUMBER OF HRS: 60 SECURITIES TRADING HRS:160 START DATE:11/01/2020, ADDY:9250 E Costilla Ave,suite 603,greenwood village CO 80112 DESCRIPT: financial planning, general investment advice & portfolio mgmt,insurance brokerage 10. MACLACHLAN MINERAL LLC POS:Managing Agent NATURE: Oil &Gas partnership INVESTRELATED:No NUMBER OF HRS:4 SECURITIES TRADING HRS:0 START DATE: 10/23/2017,ADDRESS: 1428 E Maplewood Ct, Centennial CO 80121,DESCRIPT: Accts receivable &payable for LLC in partnership with my spouse 12.BULL BEAR BARTZ LLC POSIT:Mng Partner NATURE: As Bull Bear Bartz LLC operates office expenditures for advisors&employees. INVEST RELATED: No NUMBER OF HRS:10 SECURITIES TRADING HRS:2 START DATE:11/01/2020 ADDY9250 E Costilla Ave ,Suite 603, Greenwood Village CO 80112, DESCRIPT: Responsible for receivables &payables attributed to operation of LLC that allows its 2 Mng Partners to run d/b/a 13. BEAR MOUNTAIN PROPERTIES DURANGO ONE LLC POSITION: Mng Agent NATURE: Real Estate Investing INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/23/2017 ADDRESS: 1428 E Maplewood Ct, Centennial CO 80121 DESCRIPTION: Property Mgr
CRS (Client Relationship Summary) - RIA
Click below to view David Lambert Bear'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: 2013
Experience
Current
May 19, 2025 - Present
NWF ADVISORY SERVICES INC
Office #1: 9250 E Costilla Ave. #603, Greenwood Village, CO 80112RIA
CRD#: 110410
GREENWOOD VILLAGE, CO
Current
April 2, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 9250 E Costilla Ave Suite 603, Greenwood Village, CO 80112RIA
BD
CRD#: 23131
Greenwood Village, CO
Past
April 2, 2024 - July 3, 2025
THE AMERIFLEX GROUP
RIA
CRD#: 305585
Greenwood Village, CO
Past
August 13, 2015 - April 11, 2024
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
Greenwood Village, CO
Past
August 13, 2015 - April 11, 2024
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
Greenwood Village, CO
Past
July 24, 2009 - August 21, 2015
J. W. COLE ADVISORS, INC.
RIA
CRD#: 112294
CENTENNIAL, CO
Past
June 22, 2009 - August 21, 2015
J.W. COLE FINANCIAL, INC.
BD
CRD#: 124583
TAMPA, FL
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(4/2/2024)
RR
California(4/2/2024)
RR
Colorado(4/2/2024)
IAR
Colorado(5/19/2025)
RR
Connecticut(4/2/2024)
RR
Florida(4/2/2024)
RR
Illinois(4/2/2024)
RR
Indiana(12/2/2024)
RR
Iowa(4/2/2024)
RR
Maryland(4/2/2024)
RR
Massachusetts(4/2/2024)
RR
Michigan(4/2/2024)
RR
Missouri(4/2/2024)
RR
Nebraska(4/2/2024)
RR
Nevada(4/2/2024)
RR
New Mexico(4/2/2024)
RR
New York(6/18/2024)
RR
Ohio(4/2/2024)
RR
Oregon(4/2/2024)
RR
South Carolina(4/2/2024)
RR
South Dakota(9/8/2025)
RR
Texas(4/2/2024)
RR
Virginia(4/2/2024)
RR
Washington(4/2/2024)
RR
Wyoming(4/2/2024)
Exams
State Security Law Exam
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
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