JW
Jennifer Wernsing
NWF ADVISORY SERVICES
Greenwood Village, CO 80112
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CRD#: 5873862
JW
Professional summary
Jennifer Wernsing 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.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Jennifer has worked at 6 firms and has passed the Series 63, Series 65, SIE 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. JENNIFER WERNSING FBO DAVID WERNSING POSITION: Executor NATURE: executorship INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2023 ADDRESS: 12585 E Tennessee Cir, Apt C, Aurora CO 80012, United States DESCRIPTION: At this time, none. I am the executor for my father, David Wernsing's, will and estate. At that time, I will manage and distribute his assets according to his will. 2. JENNIFER WERNSING POSITION: Insurance agent NATURE: Insurance agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 09/22/2010 ADDRESS: 9250 E Costilla Ave, Ste 603, Greenwood Village CO 80112, United States DESCRIPTION: Sell insurance products 3. JENNIFER WERNSING POSITION: Notary NATURE: Notary INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/02/2024 ADDRESS: 9250 E Costilla Ave, Suite 603, Greenwood Village CO 80112, United States DESCRIPTION: Provide notary services to clients as needed. 4. CEDAR COVE CONDOMINIUM ASSOCIATION POSITION: Treasurer NATURE: Homeowner association INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/14/2025 ADDRESS: 3190 S Vaughn Way Ste 550, Aurora CO 80014, United States DESCRIPTION: Attend board meetings, review property contracts & proposals, plan for long-term community improvements, manage the community budget, and mediate community grievances. 5. BULL, BEAR, BARTZ LLC DBA ENVISION FINANCIAL PARTNERS POSITION: Director of Client Services NATURE: LLC Doing Business As "Envision Financial Partners". INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/01/2020 ADDRESS: 9250 E Costilla Ave, Ste 603, Greenwood Village CO 80112, United States DESCRIPTION: Provide administrative support to clients and financial advisors.
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Wernsing'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
October 24, 2025 - Present
NWF ADVISORY SERVICES INC
Office #1: 9250 E. Castilla 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 - September 8, 2025
THE AMERIFLEX GROUP
RIA
CRD#: 305585
Greenwood Village, CO
Past
August 3, 2016 - April 11, 2024
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
Greenwood Village, CO
Past
May 5, 2015 - April 11, 2024
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
Greenwood Village, CO
Past
January 6, 2012 - April 30, 2014
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
CENTENNIAL, CO
Past
March 14, 2011 - January 6, 2012
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
CENTENNIAL, CO
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
Colorado(4/2/2024)
IAR
Colorado(10/24/2025)
Exams
State Security Law Exam
State Security Law 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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