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Tara Christel Trautsch

NWF Advisory Services Inc.

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About Tara Christel Trautsch

Tara Trautsch is a financial advisor with over 15 years of experience in the industry. Tara currently works at NWF Advisory Services Inc. and C & T Financial Services Group, Inc. Tara specializes in providing financial planning, portfolio management, and pension consulting services to individuals and businesses. Tara is also a Certified Financial Planner™ professional.

Firm Information

Tara Trautsch 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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Tara Trautsch’s Registration & Firm History

CA

02/14/2017 - Present

NWF Advisory Services Inc. (Pacific Grove CA)

CA

05/01/2007 - 08/05/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARMEL CA)

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Licenses & Designations

IA

Issued 06/01/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/30/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/30/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tara Christel Trautsch.
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