Unclaimed Profile

Nancy Chapman Orr

FIDUCIARY COUNSELLING INC·ST PAUL, Minnesota

Series 65Clean record9 years registeredFIDUCIARY COUNSELLING INC

2000 WELLS FARGO PLACE, ST PAUL, MN 55101-4930CRD# 6705059Firm CRD# 104753

Profile Verification

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

Identity

Nancy Chapman Orr · ST PAUL, MN

Registration

CRD #6705059 · FIDUCIARY COUNSELLING INC · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FIDUCIARY COUNSELLING INC

FIDUCIARY COUNSELLING INC

Nov 2016 – Apr 2022

ST PAUL, MN

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 16, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIDUCIARY COUNSELLING INC

CRD 104753 · SEC 801-4158

AUM

$9.5B

Regulatory assets under management

Employees

1,691 client accounts

Services offered by FIDUCIARY COUNSELLING INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FIDUCIARY COUNSELLING INC →

Introduction

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Frequently Asked Questions

What services does Nancy Chapman Orr offer?

Nancy Chapman Orr specializes in Financial Planning, Investment Management, Wealth Management.

What are Nancy Chapman Orr's credentials?

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

Where is Nancy Chapman Orr located?

Nancy Chapman Orr is based in ST PAUL, Minnesota, last registered with FIDUCIARY COUNSELLING INC.

How does Nancy Chapman Orr charge for services?

Nancy Chapman Orr's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIDUCIARY COUNSELLING INC?

FIDUCIARY COUNSELLING INC has approximately 88 employees and manages $9.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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