Nest Builder Financial Advisors

Nest Builder Financial Advisors (CRD# 127560) is a financial advisory firm headquartered in Lindenhurst, IL. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Nest Builder Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Mary Erl
CRD#: 4595727
Lake Villa, IL
96
Wealthminder
score

Mary Erl (CRD# 4595727) is an Investment Advisor Representative working at Nest Builder Financial Advisors in Lake Villa, IL and has over 13 years of experience in the finance industry. Mary Erl 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.

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