Nancy
Hughes

Waypoint Capital Advisors, LLC

CRD#2209021
Investment Advisor
in Minneapolis, MN

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About this Advisor

Nancy Hughes is a certified financial planner operating out of Minneapolis, Minnesota with a total of 2 years of relevant experience. Hughes works at Waypoint Capital Advisors, LLC. The advisor has gained experience at Meristem Family Wealth, Waypoint Capital Advisors, Waypoint Capital Advisors, LLC and Be Financial Wealth Management, LLC. Hughes holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in California, Minnesota and Texas. Waypoint Capital Advisors, LLC is a financial advisory business that has its headquarters in Minneapolis, MN. The company has offices in two locations and a total of eight people on staff. It has $525 million in assets under management between its 616 customer accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 616 accounts, 78% are associated with high-net-worth clients who have at least $1 million in investable assets. Waypoint Capital Advisors, LLC provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules typically depend on the services. However, fees billed by Waypoint Capital Advisors, LLC can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

600 South Highway 169 Suite 1945
Minneapolis, MN 55426

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Waypoint Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$524,466,266

MN Average: $5,289,111,388
Total Number of Employees

8

MN Average: 157
Total Number of Accounts

616

MN Average: 8,262
Average Account Size

$851,406

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Nancy Hughes Work History

Nancy has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Waypoint Capital Advisors

2021 - Present (3 years)

Waypoint Capital Advisors, LLC

2017 - 2020 (3 years)

Be Financial Wealth Management, LLC

2008 - 2017 (9 years)

Meristem Family Wealth

*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 Hughes 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 Waypoint Capital Advisors, LLC

Madeline Longo
Minneapolis, MN
Brandon Agneberg
Minneapolis, MN
Colin Watkins
Minneapolis, MN
Mark Pletts
Minneapolis, MN
Nancy Hughes
Minneapolis, MN
David Baratta
Minneapolis, MN
Jon Kennedy
Minneapolis, 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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