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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 Van de berg is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Nancy has been in the industry since June 15, 1999. Nancy has a wide range of experience in the financial services industry, including working as an independent insurance agent and as a co-owner of a farming operation. Nancy holds a Series 6, Series 7, Series 24 and Series 63 license, and is currently registered as an investment advisor representative in Iowa, Minnesota and Texas. Nancy's primary focus is providing financial planning and investment management services to individuals, families, and small businesses. Nancy's office is located at 212 E Main St. in Luverne, Minnesota.
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.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MN
11/01/2017 - Present
Cambridge Investment Research Advisors, Inc. (Luverne MN)
MN
03/06/2003 - 11/01/2017
INVEST FINANCIAL CORPORATION (LUVERNE MN)
GA
06/16/1999 - 03/07/2003
FSC SECURITIES CORPORATION (ATLANTA GA)
IA
Issued 02/03/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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