Nancy Jane Fehrenbach
Investment adviser representative at Nadler Financial Group, Inc.
29 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$2.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
29 years in the industry.
- Nadler Financial Group, Inc.Apr 2025 to now
- Aisdal Financial Partners, Inc.Apr 2025 to now
- Moller Financial ServicesNov 2021 to Feb 2025
- Amg National TrustMay 2019 to Nov 2021
- Phase 3 Advisory ServicesNov 2017 to May 2019
- UnemployedMay 1997 to Nov 2017
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Nadler Financial Group, Inc.
$2.2BAssets managed
1,072Clients
16Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1687773
- Firm CRD
- 122617