Laffer Tengler Investments, Inc.

Laffer Tengler Investments, Inc. (CRD# 108068) is a financial advisory firm headquartered in Nashville, TN. They manage $462,553,183 in 633 accounts and serve the financial needs of clients across 22 states (or territories).

Current Firm Details
103 Murphy Court, Nashville, TN 37203
https://laffertengler.com
By the Numbers
  • Total Assets Under Management
    463
    MILLION
  • Total Number of Accounts
    633
    ACCOUNTS
  • Average Account Value
    $730,732
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, FL, GA, HI, IA, ID, LA, MI, MO, MS, NC, NE, NV, NY, OH, PA, TN, TX, VA, WI

Financial Advisors at Laffer Tengler Investments, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Catherine Lafee, financial advisor Scottsdale AZ
Catherine L. Lafee
CRD#: 2576685
6710 N. Scottsdale Rd., Suite 130, Scottsdale, AZ 85253

Catherine Lafee (CRD# 2576685) is an Investment Advisor Representative working at Waddell & Reed in Scottsdale, AZ and has over 25 years of experience in the finance industry.

2
John Rogers, financial advisor Nashville TN
John S. Rogers
CRD#: 2923373
103 Murphy Court, Nashville, TN 37203

John Rogers (CRD# 2923373) is an Investment Advisor Representative working at Laffer Tengler Investments, Inc. in Nashville, TN and has over 26 years of experience in the finance industry.

3
Nancy Tengler, financial advisor Incline Village NV
Nancy C. Tengler
CRD#: 2491091
Incline Village, NV

Nancy Tengler (CRD# 2491091) is an Investment Advisor Representative working at Laffer Tengler Investments, Inc. in Incline Village, NV and has over 5 years of experience in the finance industry.

4
Steven Shepich, financial advisor Rochester Hills MI
Steven F. Shepich
CRD#: 2073554
Rochester Hills, MI

Steven Shepich (CRD# 2073554) is an Investment Advisor Representative working at Laffer Tengler Investments, Inc. in Rochester Hills, MI and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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