Nancy Caven Tengler
Investment adviser representative at Laffer Tengler Investments, Inc.
12 yearsExperience
3 statesRegistered in
$800.1MFirm assets
26 yearsFirm in business
Are you Nancy Caven Tengler? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Laffer Tengler Investments, Inc.Dec 2019 to now
- Butcherjoseph Asset ManagementDec 2018 to Apr 2020
- Arizona Bank & Trust/dubuque Bank & Trust/heartland FinancialSep 2014 to Nov 2018
- Arizona Bank and TrustMay 2014 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 3 states (AZ, NV, TX).
Laffer Tengler Investments, Inc.
$800.1MAssets managed
276Clients
11Advisers
26 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
- 2491091
- Firm CRD
- 108068