Nancy Mercado
Nancy Mercado is a CFP, ChFC-designated registered investment advisor at Altus Wealth Group, LLC, based in Colorado Springs, CO, with 34 years of industry experience. Nancy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Estate Planning, and 6 more. Their firm serves 791 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is 2.00%. Specific fees are set forth in the Investment Advisory Agreement and may vary based on account size, complexity, activity, or other agreed factors. Fees may be negotiated in certain circumstances.
Fee Estimator
Location
423 South Cascade Avenue, Colorado Springs, CO, 80903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nancy is a Managing Member of Altus Wealth Group, LLC through KDJP Holdings, LLC, dedicating full-time hours to portfolio management, advisory, financial management, and business operations. She also works as a financial advisor for PKSF, spending minimal time searching and providing rates for fixed annuities, and is the owner of KDJP Holdings, LLC. Finally, Nancy is a managing partner of Peep Ventures, LLC, spending minimal time as the owner and operator of buildings for commercial rental.
Employment History
Current Registrations
Altus Wealth Group, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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