Nancy
Congdon

Blue Water Wealth

CRD#2136551
Investment Advisor
in Portland, OR
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About this Advisor

Nancy Congdon is a certified financial planner operating out of Portland, Oregon, with a total of 27 years of work experience. Congdon is on the advisory team at Blue Water Wealth. Throughout their career, they have worked at Ameriprise Financial Services, Inc, Cambridge Investment Research, Inc, Nancy Congdon & Associates and Blue Water Wealth. Congdon holds a Series 63 license, which qualifies them as a securities agent, and is able to work in California, Washington, Oregon and Texas. Blue Water Wealth is a company headquartered in Portland, Oregon. The investment advisory business has a total of nine employees. It handles $106 million in assets among its 197 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 197 client accounts, just 11% belong to high-net-worth clients who have at least $1 million in investable assets. Blue Water Wealth has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management usually are based on which services the firm provides the client. However, fee types charged by Blue Water Wealth can be comprised of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

27 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

9755 Sw Barnes Road Suite 610
Portland, OR 97225

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Blue Water Wealth Brokerage Details

Total Assets Under Management

$155,185,550

OR Average: $1,120,203,312
Total Number of Employees

7

OR Average: 50
Total Number of Accounts

415

OR Average: 1,309
Average Account Size

$373,941

OR Average: $855,770

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Nancy Congdon Work History

Nancy has 27 years of experience.

2012 - Present (7 years)

Cambridge Investment Research, Inc

2012 - Present (7 years)

Blue Water Wealth

2007 - 2012 (5 years)

Nancy Congdon & Associates

1991 - 2012 (21 years)

Ameriprise Financial Services, Inc

Disclosures

Nancy Congdon has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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