Nancy Tani (CRD# 1327010) is an Investment Advisor Representative working at Retire Secure Financial Planning, LLC in Evanston, IL and has 1 year of experience in the finance industry. Nancy Tani has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retire Secure Financial Planning, LLC | Evanston, IL | Mar 2018 - Current | 6 |
| Fieldstone Financial Management Group, LLC | Evanston, IL | Jul 2016 - Feb 2018 | 1 |
| Legal Aid Foundation | Chicago, IL | Jan 2016 - Jun 2016 | < 1 |
| Strategic Wealth Partners | Deerfield, IL | Nov 2015 - Jan 2016 | < 1 |
| Greatlight Fee Only Advisors | Evanston, IL | Jan 2010 - Nov 2015 | 5 |
- IL
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Total Assets Under Management4MILLIONS
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Total Number of Accounts11ACCOUNTS
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Average Account Value$371,839
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL
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