Nancy Zehr is an investment adviser representative (IAR) with state registration records since 2018, appearing at 5 firms. Currently registered with MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC..
| Firm | From | To | Current |
|---|---|---|---|
| MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 2024-08-19 | present | Yes |
| NAPLES WEALTH PLANNING, LLC | 2024-06-25 | 2024-09-18 | — |
| IMPRINT WEALTH LLC | 2024-06-24 | 2024-09-30 | — |
| IMPRINT WEALTH LLC | 2023-07-11 | 2024-06-17 | — |
| LAIDLAW WEALTH MANAGEMENT LLC | 2020-12-15 | 2023-08-04 | — |
| CAPITALROCK FINANCIAL, LLC | 2018-11-05 | 2020-12-31 | — |