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Nancy Haines Challenger

CHALLENGER WEALTH MANAGEMENT·ALISO VIEJO, California
CHALLENGER WEALTH MANAGEMENT
6B LIBERTY, ALISO VIEJO, CA 92656CRD# 1377977Firm CRD# 121498

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nancy Haines Challenger · ALISO VIEJO, CA
Registration
CRD #1377977 · CHALLENGER WEALTH MANAGEMENT
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Nancy Haines Challenger is a registered financial advisor based in ALISO VIEJO, California, affiliated with CHALLENGER WEALTH MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CHALLENGER WEALTH MANAGEMENT
CHALLENGER WEALTH MANAGEMENT
AUM
$177M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CHALLENGER WEALTH MANAGEMENT →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE FEE FOR ASSETS WITH THIRD PARTY MANAGER
Regulatory
SEC/IARD CRD# 1377977
Firm CRD# 121498
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nancy Haines Challenger offer?
Nancy Haines Challenger specializes in Financial Planning, Investment Management. Contact their office in ALISO VIEJO, California for a consultation.
What are Nancy Haines Challenger's credentials?
Nancy Haines Challenger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nancy Haines Challenger located?
Nancy Haines Challenger is based in ALISO VIEJO, California, working with CHALLENGER WEALTH MANAGEMENT. Their office serves clients in the ALISO VIEJO metropolitan area and surrounding communities.
How does Nancy Haines Challenger charge for services?
Nancy Haines Challenger's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage fee for assets with third party manager. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHALLENGER WEALTH MANAGEMENT?
CHALLENGER WEALTH MANAGEMENT has approximately 3 employees and manages $177M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CHALLENGER WEALTH MANAGEMENT

Francisco Javier Crisanto
ALISO VIEJO, CA
Donald Stewart Challenger
ALISO VIEJO, CA

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Research
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