Bobb Meckenstock
Bobb Meckenstock is a registered investment advisor at Nwf Advisory Services INC, based in Hays, KS, with 42 years of industry experience. Bobb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 6,671 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NWF Advisory Services offers several investment management programs. Fees are negotiable and vary depending on the program and the amount you invest. Here's a summary of the maximum fees for each program:
- Advisor Managed Portfolios (Wrap Account): Fees range from 0.775% to 2.10% depending on the amount invested.
- Advisor Managed Portfolios (Non-Wrap Account): Fees range from 0.775% to 2.10% depending on the amount invested.
- Model Portfolios Program: 1.00% to 1.50% depending on the amount invested.
- SMA and UMA Program: 1.00% to 1.50% depending on the amount invested.
These fees cover advisory services and transactions. Additional fees may apply. Each financial advisor negotiates their own fee schedule.
Location
1407 MAIN ST. Suite B, Hays, KS, 67601
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2024Regulatory
August 2010Regulatory
April 2007Other Business ActivitiesSells Insurance
Bobb is a member of the Million Dollar Round Table and CEO of The Meckenstock Group, Inc., which markets life insurance and fixed-rate annuities, taking about half of his time. He also manages personal real estate/oil well investments through MAKKO Holdings LTD and provides wealth management services through The Ameriflex Group.
Employment History
Current Registrations
Nwf Advisory Services INC
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
The Ameriflex Group
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
National Planning CorporationBroker
Main Street Securities, LLCBroker
Main Street Advisors, LLC
Professional Investment Services, INC.Broker
Wall Street West, INC.Broker
Firm One Securities, IncorporatedBroker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations32 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.