Nancy Laug-Sholin (CRD# 1471463) is an Investment Advisor Representative working at Keystone Financial Services, LLC in Omaha, NE and has over 38 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Keystone Financial Services, LLC | Omaha, NE | Jun 2020 - Current | 3 |
| Private Client Services | Omaha, NE | Jun 2020 - Current | 3 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jan 2013 - Jun 2020 | 7 |
| Cetera Advisor Networks LLC | Omaha, NE | Nov 2007 - Jun 2020 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1986 |
- FL
- NE
- TX
-
Total Assets Under Management165MILLIONS
-
Total Number of Accounts1,726ACCOUNTS
-
Average Account Value$95,529
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, CO, FL, GA, IA, KS, LA, NE, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.