Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Bell is a financial advisor with Forvis Mazars Wealth Advisors, LLC and has been in the industry for over 30 years. She provides financial planning, investment management, and other services to individuals, families, and businesses. Nancy has a strong track record of success and is committed to helping her clients achieve their financial goals.
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.
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
IL
01/09/2025 - Present
Forvis Mazars Wealth Advisors, LLC (Oakbrook Terrace IL)
IL
08/18/2008 - 02/05/2014
BMO HARRIS FINANCIAL ADVISORS, INC. (ROSELLE IL)
IL
03/09/2007 - 10/30/2007
INVEST FINANCIAL CORPORATION (WHEATON IL)
IL
01/18/2005 - 01/19/2006
U.S. BANCORP INVESTMENTS, INC. (NAPERVILLE IL)
OH
03/10/2003 - 04/06/2004
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
IL
09/03/1999 - 10/12/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
WI
07/16/1993 - 08/27/1999
INVEST FINANCIAL CORPORATION (APPLETON WI)
IL
08/15/1987 - 08/15/1999
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
NA
06/20/1984 - 07/17/1987
ROSE & COMPANY INVESTMENT BROKERS, INC.
IA
Issued 09/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/1988
Series 24 - General Securities Principal Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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