Nancy Lynn Congdon
Investment adviser representative at Blue Water Wealth
7 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$472.8MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
7 years in the industry.
- Blue Water Wealth, Inc.Aug 2012 to now
- Cambridge Investment Research, IncAug 2012 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 4 states (NV, OR, TX, WA).
Blue Water Wealth
Legal name: Blue Water Wealth, Inc.
$472.8MAssets managed
404Clients
10Advisers
8 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
- 2136551
- Firm CRD
- 164432