Blue Water Wealth
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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
Years of Experience
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Blue Water Wealth Brokerage Details
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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.
Cambridge Investment Research, Inc
Blue Water Wealth
Nancy Congdon & Associates
Ameriprise Financial Services, Inc
Nancy Congdon has no disclosures.
Please visit their SEC profile for more details.