David Nuckols
Advisor at WNNW Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
WNNW Wealth
Location
Waco, TX 76712
Credentials
Series 63, Series 65
Industry experience
27 years
About
David Nuckols is a financial advisor with Winnow Wealth, LLC in Waco, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has held roles at multiple firms, including Haynie & Company and Brookstone Wealth Advisors, where he is a partner providing tax planning and accounting services. Winnow Wealth is a five-advisor team managing approximately $123 million for around 370 individual and high-net-worth clients. The firm offers discretionary wealth management and comprehensive financial planning, utilizing a long-term investment approach with fundamental and cyclical analysis, and incorporates a range of investment vehicles including mutual funds, ETFs, individual securities, and independent managers.
Fee options
Comprehensive Financial Planning $3,000 to $10,000 total, with $1,200 upfront deposit and monthly installments of $1,200 for months 2-4
$0+: 0.10% annually +: up to 1.30% annually
Location
200 W. Hwy 6, Suite 330
Waco, TX 76712
Most active in
David N has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Winnow Wealth, LLC
2022 - Present (4 years)
Nurture Wealth
2020 - 2022 (2 years)
Haynie & Company
2019 - Present (7 years)
Brookstone Wealth Advisors, Inc.
2019 - Present (7 years)
Hales-Bradford LLP
2014 - 2019 (5 years)
Opes Advisors
2014 - 2019 (5 years)
Park Avenue securities
2013 - 2019 (6 years)
Guardian Life Insurance Co
2013 - 2019 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Lance L
Series 63, Series 65
Waco, TX
Noble Advisory Group LLC
Thomas F
CFP®, Series 63
Waco, TX
eCapital Advisors, Inc.
Trevor W
Series 63, Series 65
Waco, TX
Wardlaw Wealth Management LLC
Raymond B
Series 65
Waco, TX
Adam Doty Company
Lorenz W
Series 65
Waco, TX
John Wessler & Associates
William H
Series 65
Robinson, TX
Heiser Investment Advisers
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