CR

Christopher John Ricketts

12 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
108 advisors
Number of Clients
6,671 clients
Average Client Portfolio
$573K average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$50K
Financial Plan Fee:$500 - $3,000
Hourly Rate:$150 - $1,000/hr

NWF Advisory Services offers several investment programs with negotiable quarterly fees based on the market value of assets. The maximum advisory fee schedule varies by program. They also offer financial planning services with fixed fees ranging from $500 to $3,000+ depending on the plan's complexity, or hourly fees from $150 to $1,000 per hour. Retirement plan consulting services are offered at a pre-determined rate, fixed fee, or percentage of plan assets, negotiated in advance. Additional fees and expenses may apply, such as mutual fund fees and transaction charges.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

2696 S COLORADO BLVD Ste #583, Denver, CO, 80222

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Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Christopher owns Ricketts Financial DBA Trailhead Financial Group and is an IAR for The Ameriflex Group RIA, dedicating full-time hours to each. He also works as an insurance agent providing insurance products for about 10-20% of his time, and is a passive investor in The Ameriflex Group.

Employment History
Current Registrations
Nwf Advisory Services INC
May 2025 - Present · 8 mos
Osaic Wealth, INC. Broker
September 2023 - Present · 2 yrs 4 mos
Previous Registrations
The Ameriflex Group
November 2020 - July 2025 · 4 yrs 8 mos
Sagepoint Financial, INC.Broker
November 2020 - September 2023 · 2 yrs 10 mos
MML Investors Services, LLC
March 2017 - November 2020 · 3 yrs 8 mos
MML Investors Services, LLC Broker
March 2017 - November 2020 · 3 yrs 8 mos
Msi Financial Services, INC.
March 2016 - March 2017 · 1 yr
Msi Financial Services, INC.Broker
March 2016 - March 2017 · 1 yr
VALIC Financial Advisors, INC.
February 2014 - April 2016 · 2 yrs 2 mos
VALIC Financial Advisors, INC. Broker
November 2013 - April 2016 · 2 yrs 5 mos
State Registrations10 states
ALCOILKSMONEPAWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.