Nancy
Breymeier
Financial Dimensions Group, Inc
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About this Advisor
Nancy Breymeier is a financial advisor based out of Palos Verdes Estates, California who has 10 years of relevant experience. Breymeier is on the advisory team at Financial Dimensions Group, Inc. The advisor has gained experience at Royal Alliance Associates, Inc and Financial Dimensions Group, Inc. Breymeier holds a Series 63 license, designating them as a securities representative, and is able to serve investors in California and Minnesota. Financial Dimensions Group, Inc is a registered investment company that has its headquarters in Saint Paul, MN. The investment advisory business has offices in 10 locations and a total of 51 financial advisors. It handles $2 billion in total assets among its 8,547 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 18 charities and foundations. Of its 8,547 client accounts, 16% are held by high-net-worth individuals who have more than $1 million in investable assets. The business performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees typically are based on the financial services. However, fees billed by Financial Dimensions Group, Inc may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Dimensions Group, Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$2,183,714,509
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
51
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
8,547
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$255,495
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Nancy Breymeier Work History
Nancy has been registered as a financial advisor for 10 years.*
Royal Alliance Associates, Inc
Financial Dimensions Group, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nancy Breymeier to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Dimensions Group, Inc
Saint Paul, MN
Osseo, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Osseo, MN
Saint Paul, MN
Osseo, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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