Tara Nicole Seegers
Investment adviser representative at Exceptional Wealth & Family Office
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$292.2MFirm 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
- Pension consulting
Experience
13 years in the industry.
- Exceptional Wealth & Family OfficeMar 2026 to now
- Exceptional WealthFeb 2025 to now
- Commonwealth Financial NetworkFeb 2025 to Mar 2026
- City National BankApr 2019 to Feb 2025
- RBC Capital Markets, LLCApr 2013 to Feb 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Exceptional Wealth & Family Office
Legal name: Ec Ventures V LLC
$292.2MAssets managed
206Clients
6Advisers
Under 1 yearIn 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
- 6186640
- Firm CRD
- 340444