Unclaimed Profile

Nancy Sue Walls

PENSION PORTFOLIO MANAGEMENT, LLC·LANSING, Michigan

SIE, Series 7, Series 24, Series 28, Series 63, Series 65Clean record16 years registeredPENSION PORTFOLIO MANAGEMENT, LLC

4086 LEGACY PARKWAY, LANSING, MI 48911CRD# 2984225Firm CRD# 119480

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nancy Sue Walls · LANSING, MI

Registration

CRD #2984225 · PENSION PORTFOLIO MANAGEMENT, LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PENSION PORTFOLIO MANAGEMENT, LLC

PENSION PORTFOLIO MANAGEMENT, LLC

Apr 2012 – Mar 2016

LANSING, MI

C-PAS LLC

Apr 2012 – Mar 2018

LANSING, MI

REHMANN FINANCIAL

Jun 2010 – Dec 2015

LANSING, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 28

Series 63

Series 65

Registration record

First registered · June 4, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PENSION PORTFOLIO MANAGEMENT, LLC

CRD 119480 · SEC 801-67430

AUM

$69M

Regulatory assets under management

Employees

1 client accounts

Services offered by PENSION PORTFOLIO MANAGEMENT, LLC

Per Form ADV

Selection of other advisers

View all advisors at PENSION PORTFOLIO MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Nancy Sue Walls offer?

Nancy Sue Walls specializes in Wealth Management, Fee-Only Advisory.

What are Nancy Sue Walls's credentials?

Nancy Sue Walls is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nancy Sue Walls located?

Nancy Sue Walls is based in LANSING, Michigan, last registered with PENSION PORTFOLIO MANAGEMENT, LLC.

How does Nancy Sue Walls charge for services?

Nancy Sue Walls's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PENSION PORTFOLIO MANAGEMENT, LLC?

PENSION PORTFOLIO MANAGEMENT, LLC has approximately 1 employees and manages $69M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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