Willow Drazen
NWF ADVISORY SERVICES
Los Angeles, CA 90064
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CRD#: 6393341
Professional summary
Willow Drazen, CFP® is a registered financial advisor currently at NWF ADVISORY SERVICES INC located in Los Angeles, California and OSAIC WEALTH, INC. located in Encino, California.
Willow is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Willow has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
What are your service offerings?
Insurance Planning
Investment Planning
Retirement Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Small Business Planning
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) New World Financial and Insurance Services, Inc; Not investment related; 11835 West Olympic Boulevard, Suite 1155 East, Los Angeles 90064:Insurance Representative; 11-Feb-2016; Hours :10; Security Hours: 3; Provide insurance to those who have the need for coverage. Life, annuity, long term care, etc 2) INVESTMENT ADVISOR REPRESENTATIVE; POSITION: Investment Advisor Representative NATURE: Independent contractor INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 06/06/2016; ADDRESS: 11835 West Olympic Boulevard Suite 1155 East, NWF Advisory Group, Los Angeles CA 90064 DESCRIPTION: I'm an Investment Advisor Representative conduvting fee based businesS 3) ARTISAN CAPITAL PARTNERS DBA POSITION: Financial Professional NATURE: Artisan Capital Partners is a DBA under/powered by NWF Advisory Group LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 60 START DATE: 05/13/2025 ADDRESS: 15821 Ventura Blvd., Suite 660, Encino CA 91436, United States DESCRIPTION: I am a financial professional marketing myself under the DBA Artisan Capital Partners
CRS (Client Relationship Summary) - RIA
Click below to view Willow Drazen'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: 2017
Experience
Current
June 4, 2016 - Present
NWF ADVISORY SERVICES INC
Office #1: 11835 W Olympic Blvd Ste 1155 E., Los Angeles, CA 90064RIA
CRD#: 110410
Los Angeles, CA
Current
February 11, 2016 - Present
OSAIC WEALTH, INC.
Office #1: 15821 Ventura Boulevard Suite 660, Encino, CA 91436RIA
BD
CRD#: 23131
Encino, CA
Past
April 28, 2015 - March 8, 2016
NYLIFE SECURITIES LLC
BD
CRD#: 5167
GLENDALE, CA
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(3/19/2025)
RR
Arkansas(10/4/2016)
RR
California(2/11/2016)
IAR
California(6/4/2016)
RR
Colorado(10/4/2016)
RR
District of Columbia(2/17/2016)
RR
Florida(2/17/2016)
RR
Georgia(2/17/2016)
RR
Idaho(7/19/2017)
RR
Maryland(2/17/2016)
RR
Massachusetts(2/17/2016)
RR
Michigan(10/4/2016)
RR
Minnesota(10/4/2016)
RR
Missouri(7/21/2017)
RR
New Jersey(10/4/2016)
RR
New York(6/24/2016)
RR
North Carolina(10/4/2016)
RR
Ohio(2/17/2016)
RR
Oklahoma(10/4/2016)
RR
Oregon(10/5/2021)
RR
Pennsylvania(10/4/2016)
RR
South Carolina(11/20/2024)
RR
Texas(10/4/2016)
RR
Virginia(2/17/2016)
RR
Washington(10/4/2016)
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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Company Information
NWF ADVISORY SERVICES INC
CRD#: 110410Los Angeles, CA 90064TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
