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Nancy Kay Narusiewicz

Minder Narusiewicz, Inc.

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About Nancy Kay Narusiewicz

Nancy Narusiewicz is a financial advisor with over 14 years of experience in the industry. Nancy has passed several securities exams including Series 7, Series 63, Series 66, Series 24 and Series 53. Nancy is a registered representative of Minder Narusiewicz, Inc. and has a branch office in Mendota Heights, Minnesota. Nancy also provides financial planning services as an Independent RIA. In addition to the financial planning services, Nancy also provides insurance services.

Firm Information

Nancy Narusiewicz is currently registered with Minder Narusiewicz, Inc.. Minder Narusiewicz, Inc. is an investment advisor registered with the SEC that provides financial planning and portfolio management services to individuals, including high-net-worth individuals. The firm has 56 client accounts with approximately $23,736,650 in regulatory assets under management. They also participate in wrap fee programs.

$23.74M

Assets Under Management

Not reported

Total Clients

2

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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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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percentage of assets

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

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Nancy Narusiewicz’s Registration & Firm History

MN

01/30/2014 - Present

Minder Narusiewicz, Inc. (MENDOTA HEIGHTS MN)

MN

09/25/2009 - 09/01/2023

SAGEPOINT FINANCIAL, INC. (WOODBURY MN)

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Licenses & Designations

BOTH

Issued 08/03/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/26/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/16/2011

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/01/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nancy Kay Narusiewicz.
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