NBS FINANCIAL & INSURANCE SERVICES INC
Legal name: NBS FINANCIAL SERVICES, INC.
CRD #110600 SEC #801-21123 WESTLAKE VILLAGE, CA 805.497.2497
SEC Registered
Total AUM
$273.3M
Discretionary
$273.3M
Employees
5
Clients
10
Accounts
391
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CROSSAN, SUSAN, YVONNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CROSSAN, SUSAN, YVONNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CROSSAN, SUSAN, YVONNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CROSSAN, SUSAN, YVONNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CROSSAN, SUSAN, YVONNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CROSSAN, SUSAN, YVONNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CROSSAN, SUSAN, YVONNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CROSSAN, SUSAN, YVONNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CROSSAN, SUSAN, YVONNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CROSSAN, SUSAN, YVONNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CROSSAN, SUSAN, YVONNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CROSSAN, SUSAN, YVONNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CROSSAN, SUSAN, YVONNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CROSSAN, SUSAN, YVONNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CROSSAN, SUSAN, YVONNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CROSSAN, SUSAN, YVONNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CROSSAN, SUSAN, YVONNE | I | CHIEF COMPLIANCE OFFICER/ VP | NA | Control |
| CROSSAN, SUSAN, YVONNE | I | CHIEF COMPLIANCE OFFICER/ VP | NA | Control |
| CROSSAN, SUSAN, YVONNE | I | CHIEF COMPLIANCE OFFICER/ VP | NA | Control |
| CROSSAN, SUSAN, YVONNE | I | CHIEF COMPLIANCE OFFICER/ VP | NA | Control |
| CROSSAN, JOSEPH, JOHN | I | PRESIDENT | E | Control |
| CROSSAN, JOSEPH, JOHN | I | PRESIDENT | E | Control |
| CROSSAN, JOSEPH, JOHN | I | PRESIDENT | E | Control |
| CROSSAN, JOSEPH, JOHN | I | PRESIDENT | E | Control |
| CROSSAN, JOSEPH, JOHN | I | PRESIDENT | E | Control |
| CROSSAN, JOSEPH, JOHN | I | PRESIDENT | E | Control |
| CROSSAN, JOSEPH, JOHN | I | PRESIDENT | E | Control |
| CROSSAN, JOSEPH, JOHN | I | PRESIDENT | E | Control |
| CROSSAN, JOSEPH, JOHN | I | PRESIDENT | E | Control |
| CROSSAN, JOSEPH, JOHN | I | PRESIDENT | E | Control |
| CROSSAN, JOSEPH, JOHN | I | PRESIDENT | E | Control |
| CROSSAN, JOSEPH, JOHN | I | PRESIDENT | E | Control |
| CROSSAN, JOSEPH, JOHN | I | PRESIDENT | E | Control |
| CROSSAN, JOSEPH, JOHN | I | PRESIDENT | E | Control |
| CROSSAN, JOSEPH, JOHN | I | PRESIDENT | E | Control |
| CROSSAN, JOSEPH, JOHN | I | PRESIDENT | E | Control |
| CROSSAN, JOHN, JOSEPH | I | PRESIDENT | D | Control |
| CROSSAN, JOHN, JOSEPH | I | PRESIDENT | D | Control |
| CROSSAN, JOHN, JOSEPH | I | PRESIDENT | D | Control |
| CROSSAN, JOHN, JOSEPH | I | PRESIDENT | D | Control |
| CROSSAN, JOHN, JOSEPH | I | PRESIDENT | D | Control |
| CROSSAN, JOHN, JOSEPH | I | PRESIDENT | D | Control |
| CROSSAN, JOSEPH, JOHN | I | VICE PRESIDENT | D | Control |
| CROSSAN, JOSEPH, JOHN | I | VICE PRESIDENT | D | Control |
| CROSSAN, JOSEPH, JOHN | I | VICE PRESIDENT | D | Control |
| CROSSAN, JOSEPH, JOHN | I | VICE-PRESIDENT | D | Control |
| CROSSAN, JOSEPH, JOHN | I | VICE-PRESIDENT | D | Control |
| CROSSAN, JOSEPH, JOHN | I | VICE PRESIDENT | D | Control |
Registrations
Federal
IA
Mar 30, 2025 REGISTERED
Notice Filings (5)
AZ CA NV NY TX
Address
340 N WESTLAKE BLVDSTE 112
WESTLAKE VILLAGE, CA 91362
United States
Phone: 805.497.2497