Advisor at Minder Narusiewicz, Inc.
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Firm
Minder Narusiewicz, Inc.
Location
Mendota Heights, MN 55118
Credentials
Series 63, Series 66
Industry experience
16 years
Nancy Narusiewicz is a financial advisor with Minder Narusiewicz, Inc. in Mendota Heights, MN, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. She previously worked at Sagepoint Financial, Inc. and Osaic Wealth, Inc. In addition to advisory services, she is involved in tax preparation and life, health, and annuity sales through her firm. Minder Narusiewicz, Inc. provides investment advisory and financial planning services primarily to individual clients, including both non–high-net-worth and high-net-worth individuals. The firm operates on a non-discretionary basis using the VISION2020 Wealth Management Advisor Managed Portfolios platform and also offers tax preparation and consulting services.
0.50% to 1.00% annually depending on assets under management, service complexity, and administration level
Insurance commissions and broker-dealer compensation separate from advisory fees.
$250 per hour for financial planning and consulting services, negotiable.
Account minimum: $50,000
720 Main St Ste 209
Mendota Heights, MN 55118
Minnesota
OSAIC
2023 - Present (3 years)
Sagepoint Financial, Inc.
2007 - 2023 (16 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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