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Sarah Katherine Stachnik

NWF Advisory Services Inc.

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About Sarah Katherine Stachnik

Sarah Katherine Stachnik is a registered representative of Nwf Advisory Services Inc. and Integrated Benefits, Inc. in Colorado. Sarah has been in the industry since 2020 and has experience with providing financial planning, pension consulting, educational seminars, and selection of other advisors. Sarah specializes in providing portfolio management for individuals and businesses. Sarah is currently registered in Colorado and has other registrations in Arizona, Arkansas, California, Florida, Georgia, Illinois, Montana, New Mexico, Texas, Washington, and West Virginia.

Firm Information

Sarah Stachnik is currently registered with NWF Advisory Services Inc.. NWF Advisory Services Inc. is an investment advisory firm based in Los Angeles, California. They manage over $3.7 billion in assets for individuals, and offer a range of services, including financial planning, pension consulting, and portfolio management. NWF Advisory Services Inc. is registered with the SEC and has a team of 2 investment advisor representatives and 1 licensed agent. They participate in wrap fee programs.
NWF Advisory Services Inc.

11835 W OLYMPIC BLVD

LOS ANGELES, CA 90064

$3.71B

Assets Under Management

6,555

Total Clients

44

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sarah Stachnik’s Registration & Firm History

CO

06/19/2024 - Present

NWF Advisory Services Inc. (Grand Junction CO)

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Licenses & Designations

BOTH

Issued 09/05/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/15/2020

Series 7TO - General Securities Representative Examination

BC

Issued 04/10/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sarah Katherine Stachnik.
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