Diana Kalunde Nzau
Investment adviser representative at Wealthspire Retirement Advisory
13 yearsExperience
10 statesRegistered in
$38.6BFirm 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.
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
- Pension consulting
Experience
13 years in the industry.
- Wealthspire Retirement AdvisoryOct 2025 to now
- Kestra Investment Services, LLCDec 2024 to now
- Nfp Retirement, Inc.Dec 2024 to Oct 2025
- The Vanguard Group, Inc.Jan 2013 to Nov 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 10 states (AZ, CA, CO, ID, MT, NM, NV, OR, UT, WA).
Wealthspire Retirement Advisory
Legal name: Wealthspire Retirement, LLC
$38.6BAssets managed
7,532Clients
145Advisers
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
- 6150630
- Firm CRD
- 121254