linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Stephen James Nannenga

Investment Planners, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Stephen? Claim Your Profile

About Stephen James Nannenga

Stephen James Nannenga is a financial advisor registered with the state of Iowa and Alabama. Stephen has been in the financial services industry for over 40 years. Stephen is currently employed by Investment Planners, Inc. and has previously been employed by Wells Fargo Investments, LLC, Brenton Investments, Inc., A. G. Edwards & Sons, Inc., and Dain, Bosworth Incorporated.

Firm Information

Stephen Nannenga is currently registered with Investment Planners, Inc.. Investment Planners, Inc. is a corporation that was formed in February 1986. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico. They have reported 1 regulatory event and 1 arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

12

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.

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Stephen Nannenga’s Registration & Firm History

IA

03/20/2003 - Present

Investment Planners, Inc. (Bellevue IA)

CA

06/21/2001 - 03/04/2003

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

MN

01/02/1998 - 11/30/2001

BRENTON INVESTMENTS, INC. (PLYMOUTH MN)

NA

01/02/1997 - 10/17/1997

BRENTON INVESTMENTS, INC.

MO

08/11/1986 - 12/05/1996

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NA

07/27/1979 - 08/11/1986

DAIN, BOSWORTH INCORPORATED

Not sure if Stephen James Nannenga is right for you?

Licenses & Designations

IA

Issued 12/21/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/26/1979

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/1979

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Stephen James Nannenga. Review regulatory record here.
Not sure if Stephen James Nannenga is right for you?