Nancy
Fehrenbach
Moller Financial Services
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About this Advisor
Nancy Fehrenbach is a certified financial planner and chartered financial analyst operating out of Winnetka, Illinois who has 2 years of industry experience. Fehrenbach works at Moller Financial Services. Over the course of their career, Fehrenbach has held roles at Phase 3 Advisory, Royal Alliance Associates, Inc, Royal Alliance, Amg National Trust and Moller Financial Services. Fehrenbach maintains a Series 63 license, qualifying them as a securities representative, and is registered to serve investors in Illinois. Moller Financial Services is a financial advisory company that has its headquarters in Winnetka, IL. It has a total of seven employees. It oversees $502 million in assets under management across its 1,100 client accounts, placing it among the larger investment advisory firms in the nation by assets under management. Of its 1,100 accounts, 48% belong to high-net-worth clients who have at least $1 million in assets. The company performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually depend on which services are offered. Fee types charged by Moller Financial Services likely are comprised of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Moller Financial Services Brokerage Details
$501,571,674
7
1,100
$455,974
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Nancy Fehrenbach Work History
Nancy has been registered as a financial advisor for 2 years.*
Moller Financial Services
Amg National Trust
Royal Alliance
Phase 3 Advisory
Royal Alliance Associates, 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 Fehrenbach 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 Moller Financial Services
Winnetka, IL
Winnetka, IL
Winnetka, IL
Winnetka, IL
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.
