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Taren Danetta Coleman

Investment adviser representative at Nea Member Benefits
15 yearsExperience
2 statesRegistered in
$0Firm assets
20 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.

Fixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Seminars and workshops

Experience

15 years in the industry.

  1. Nea Member BenefitsAug 2011 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2000
  • Series 63 · Uniform Securities Agent State Law2001

State registrations

Registered as an investment adviser representative in 2 states (MD, TX).

Nea Member Benefits

$0Assets managed
103,368Clients
2Advisers
20 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
4346545
Firm CRD
138196
Advisor's SEC record (opens in a new tab)
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