Advisor at Wealth Preservation Advisors, LLC
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Firm
Wealth Preservation Advisors, LLC
Location
Chattanooga, TN 37402
Credentials
Series 63, Series 65
Industry experience
26 years
Nina Strozak is a financial advisor at Wealth Preservation Advisors, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wealth Preservation Advisors since 2014. Strozak is also a licensed insurance agent and occasionally offers insurance products. Wealth Preservation Advisors provides portfolio management, retirement plan consulting, and sub-adviser selection for individuals, businesses, trusts, and employer retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis to implement diversified portfolios that may include stocks, bonds, ETFs, options, and alternative investments.
Based on Wealth Preservation Advisors, LLC
Up to 1.80% annually
715 Market Street, Suite 307
Chattanooga, TN 37402
Tennessee · Texas
Wealth Preservation Advisors
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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We are a flat fee financial advisory firm that provides comprehensive financial planning that connects every part of your financial life. We create a clear, actionable roadmap to: Fund College with Confidence: We’ll help you save for college, find more scholarship money and tax-efficient ways to invest so you can lower the cost of a high-quality college education. Secure Your Retirement: We'll build a solid retirement plan that won't be derailed by tuition bills, ensuring you have the freedom to enjoy your later years. Create Cohesion: We'll simplify your complex financial picture, bringing all your assets and goals into one unified strategy. It's about having a clear plan that allows you to achieve both of your most important goals without compromise.
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