Nancy Zehr
Investment adviser representative at Mesirow Financial Investment Management, Inc.
12 yearsExperience
2 statesRegistered in
$50.4BFirm assets
40 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Mesirow Financial Investment Management, Inc.Aug 2024 to now
- Mesirow Finanical IncAug 2024 to now
- American Global Wealth Management, Inc.Aug 2023 to Aug 2024
- Imprint Wealth LLC dba Price Wealth ManagementJul 2023 to Aug 2024
- Laidlaw & Company (UK) Ltd.Oct 2020 to Jul 2023
- Laidlaw Wealth Management dba Naples Wealth PlanningOct 2020 to Jul 2023
- International Assets Advisory LLCJul 2018 to Dec 2020
- Naples Wealth PlanningMay 2018 to Oct 2020
- First -- S.P.A.M. RoboticsJan 2016 to Jun 2017
- Raymond James & Associates IncAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (FL, IL).
Mesirow Financial Investment Management, Inc.
$50.4BAssets managed
90,291Clients
88Advisers
40 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
- 2223435
- Firm CRD
- 111135