# Nancy Zehr

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..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.](https://search.stillhousedata.com/firm/111135) | 2024-08-19 | present | Yes |
| [NAPLES WEALTH PLANNING, LLC](https://search.stillhousedata.com/firm/330316) | 2024-06-25 | 2024-09-18 | — |
| [IMPRINT WEALTH LLC](https://search.stillhousedata.com/firm/322130) | 2024-06-24 | 2024-09-30 | — |
| [IMPRINT WEALTH LLC](https://search.stillhousedata.com/firm/322130) | 2023-07-11 | 2024-06-17 | — |
| [LAIDLAW WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/150040) | 2020-12-15 | 2023-08-04 | — |
| [CAPITALROCK FINANCIAL, LLC](https://search.stillhousedata.com/firm/281234) | 2018-11-05 | 2020-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2223435)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2223435.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.