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Nancy Haines Challenger

Challenger Wealth Management

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About Nancy Haines Challenger

Nancy Challenger is a financial advisor with over 30 years of experience in the industry. Nancy is currently registered with the state of California and Texas. Nancy holds the Series 63, 65, 7, 24 and SIE licenses. Nancy is affiliated with Challenger Wealth Management and has been with the firm since its inception in 2002. The firm provides investment advice and financial planning services to individuals, corporations and charitable organizations. Nancy specializes in financial planning, investment management and selection of other advisors.

Firm Information

Nancy Challenger is currently registered with Challenger Wealth Management. Challenger Wealth Management is an investment advisor based in Aliso Viejo, California. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth individuals. As of the last reporting period, the firm managed approximately $177 million in assets for 321 accounts.
Challenger Wealth Management

6B LIBERTY

ALISO VIEJO, CA 92656

$177.27M

Assets Under Management

203

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage fee for assets with third party manager

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Nancy Challenger’s Registration & Firm History

CA

05/29/2020 - Present

Challenger Wealth Management (ALISO VIEJO CA)

CA

09/20/1991 - 12/31/2018

ROYAL ALLIANCE ASSOCIATES, INC. (ALISO VIEJO CA)

NA

01/14/1988 - 10/17/1991

GREAT AMERICAN SECURITIES INC.

NA

07/23/1985 - 02/02/1988

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

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Licenses & Designations

IA

Issued 03/12/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/02/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/31/1995

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nancy Haines Challenger.
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