Jennie Hunsberger
Jennie Hunsberger is a registered investment advisor at Nwf Advisory Services INC, based in Walnut Creek, CA, with 21 years of industry experience. Jennie 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
1600 S Main Street, Suite 125, Walnut Creek, CA, 94596
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jennie is an investment advisor representative (IAR) for NWF Advisory, spending about 10-20% of her time there, and spends nearly full-time hours on securities trading. She is also a partner at Next Step Retirement & Insurance, LLC, dedicating about a quarter of her time to meeting with clients, prospecting, and working with vendors.
Employment History
Current Registrations
Nwf Advisory Services INC
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fidelity Investments Institutional Services Company, INC.Broker
Adp Broker-Dealer, INC.Broker
Ing Financial Advisers, LLCBroker
Lincoln Financial Distributors, INC.
Lincoln Financial Distributors, INC.
Lincoln Financial Distributors, INC.Broker
Ryan Beck & CO.
Ryan Beck & CO.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations14 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.