Jacob L. Buehler

NWF ADVISORY SERVICES

Fredonia, NY 14063

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CRD#: 7329393

Professional summary

Jacob L Buehler is a registered financial advisor currently at NWF ADVISORY SERVICES INC located in Fredonia, New York and OSAIC WEALTH, INC. located in Fredonia, New York.

Jacob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Jacob has worked at 5 firms and has passed the Series 66, Series 7TO and SIE 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob L Buehler'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

May 15, 2025 - Present

NWF ADVISORY SERVICES INC

Office #1: 35 E. Main St., Fredonia, NY 14063

RIA

CRD#: 110410

Fredonia, NY

Current

October 9, 2023 - Present

OSAIC WEALTH, INC.

Office #1: 35 East Main St, Fredonia, NY 14063

RIA

CRD#: 23131

Fredonia, NY

Past

October 9, 2023 - July 3, 2025

THE AMERIFLEX GROUP

RIA

CRD#: 305585

Fredonia, NY

Past

January 11, 2023 - October 19, 2023

CETERA ADVISORS LLC

RIA

CRD#: 10299

FREDONIA, NY

Past

September 8, 2022 - October 19, 2023

CETERA ADVISORS LLC

CRD#: 10299

FREDONIA, NY

Past

May 26, 2021 - September 8, 2022

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

FREDONIA, NY

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".

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.

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

Florida
(1/6/2026)

Georgia
(1/16/2026)

Kentucky
(1/26/2026)

New York
(10/9/2023)

IAR

New York
(5/15/2025)

Oklahoma
(1/22/2024)

Pennsylvania
(1/6/2026)

Tennessee
(1/6/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/4/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/25/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/12/2020

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

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

SEC notice filing (24 States and Territories)

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 Accounts	11,979
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.

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Firm Stability Insights

Jacob L. Buehler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob L Buehler's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

THE AMERIFLEX GROUP

CETERA ADVISORS LLC

CETERA ADVISORS LLC

FIRST ALLIED SECURITIES, INC.

Primary Firm SEC Registration

NWF ADVISORY SERVICES INC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/4/2021

Series 7TO

Date: 5/25/2021

SIE

Date: 12/12/2020

FINRA

Current Firm

NWF ADVISORY SERVICES INC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NWF ADVISORY SERVICES INC

TRUST BUT VERIFY

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