Nazneen Kaka is a registered investment advisor, based in Zanesville, OH, with 3 years of industry experience.
Location
3983 Northpointe Dr, Suite 2, Zanesville, OH, 43701
Get directionsHistory
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
Nazneen works as a financial advisor at Attain Wealth Partners, dedicating full-time hours to holistic financial planning. She also owns W.K.T.B LLC for tax purposes, spending a few hours per week in her role as a wealth advisor for Attain Wealth Partners.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations29 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.