Nancy Sash
Nancy Sash is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Boise, ID, with 26 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
101 S 27th Street, Boise, ID, 83702
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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 owns rental real estate and has a 15% ownership in KDP Holdings LLC. She is also a Director of Financial Services at KDP Wealth Management, LLC, has an affiliation with Kosmatka Donnelly & Co, LLP, and recommends equity indexed annuities, dedicating full-time hours to these activities.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations17 states
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