Nancy Forsyth is a registered investment advisor at Cetera Investment Advisers LLC, based in Houston, MN, with 18 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
Houston, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nancy works as an accountant, bookkeeper, payroll administrator, and tax preparer for Bluff Country Financial Services, dedicating nearly full-time hours to this role. She also volunteers with the Girl Scouts, spending a few hours per week organizing meetings and cookie sales.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations4 states
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