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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Aadalen is a financial advisor with over 27 years of experience in the financial services industry. Nancy has held various roles with firms such as Ameriprise Financial Services, Inc., IDS Life Insurance Company, and John G. Kinnard and Company, Incorporated. Currently, Nancy is a Registered Representative and Investment Advisor Representative with Fidelity Personal AND Workplace Advisors. Nancy holds a Series 63, 65, 7, and SIE licenses. Nancy is also a registered Investment Advisor in Texas and Minnesota. Nancy specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
12/18/2019 - Present
Fidelity Personal AND Workplace Advisors (MAPLE GROVE MN)
MN
09/16/2011 - 01/09/2012
NORTHLAND SECURITIES, INC. (EDEN PRAIRIE MN)
MN
06/10/2011 - 08/02/2011
AGENCY TRADING GROUP, INC. (WAYZATA MN)
MN
02/11/2011 - 06/08/2011
BURCH & COMPANY, INC (EDEN PRAIRIE MN)
MN
01/02/2009 - 08/31/2009
RIVERSOURCE FUND DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
01/02/2008 - 01/02/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
05/23/1996 - 12/31/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
05/23/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
04/23/1992 - 05/06/1996
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
IA
Issued 03/06/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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