# NANCY E WAKEFIELD

NANCY E WAKEFIELD is an investment adviser representative (IAR) with state registration records since 2001, appearing at 7 firms. Currently registered with SERENE POINT ADVISORS LLC.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SERENE POINT ADVISORS LLC](https://search.stillhousedata.com/firm/309433) | 2025-01-10 | present | Yes |
| [INTEGRATED ADVISORS NETWORK LLC](https://search.stillhousedata.com/firm/171991) | 2017-11-07 | 2020-11-02 | — |
| [MARTIN CAPITAL PARTNERS, LLC](https://search.stillhousedata.com/firm/153452) | 2017-06-30 | 2017-11-01 | — |
| [MARTIN CAPITAL PARTNERS, LLC](https://search.stillhousedata.com/firm/153452) | 2013-09-23 | 2016-12-31 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2008-09-09 | 2013-01-03 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2008-09-09 | 2013-01-03 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2006-02-27 | 2008-08-07 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2004-06-02 | 2004-12-16 | — |
| [AKT WEALTH ADVISORS, LP](https://search.stillhousedata.com/firm/108769) | 2001-01-08 | 2004-05-03 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4592281)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4592281.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.
