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Nina Elise Doehrman

Adero Partners, LLC

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About Nina Elise Doehrman

Nina Elise Doehrman is a financial advisor at Adero Partners, LLC, a firm based in Walnut Creek, California. Nina has been in the industry for 3 years and holds the Series 7TO, SIE, Series 63, and Series 65 licenses. Nina specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and charitable organizations. Nina is also experienced in insurance solutions and cash management solutions.

Firm Information

Nina Doehrman is currently registered with Adero Partners, LLC. Adero Partners, LLC is a registered investment advisor headquartered in Walnut Creek, CA. They provide financial planning, portfolio management for individuals, selection of other advisors, and insurance and cash management solutions. The firm manages over $4 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans.
Adero Partners, LLC

1646 N. CALIFORNIA BLVD.

WALNUT CREEK, CA 94596

$4.04B

Assets Under Management

Not reported

Total Clients

24

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.

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insurance solutions, cash management solutions

Insurance solutions, cash management solutions

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

Revenue sharing with our affiliate, focus risk solutions

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Nina Doehrman’s Registration & Firm History

CA

10/19/2023 - Present

Adero Partners, LLC (San Francisco CA)

CA

10/08/2020 - 08/24/2023

SANFORD C. BERNSTEIN & CO., LLC (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 10/18/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/13/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/07/2020

Series 7TO - General Securities Representative Examination

BC

Issued 09/04/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nina Elise Doehrman.
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