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Nancy Colleen Meininger

STRATEGIC FINANCIAL SERVICES, INC.·UTICA, New York
Clean recordSTRATEGIC FINANCIAL SERVICES, INC.
114 BUSINESS PARK DRIVE, UTICA, NY 13502CRD# 5358207Firm CRD# 109677

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nancy Colleen Meininger · UTICA, NY
Registration
CRD #5358207 · STRATEGIC FINANCIAL SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Nancy Colleen Meininger is a registered financial advisor based in UTICA, New York, affiliated with STRATEGIC FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
STRATEGIC FINANCIAL SERVICES, INC.
STRATEGIC FINANCIAL SERVICES
AUM
$2.0B
Regulatory assets under management
Employees
35
Total firm employees
View all advisors at STRATEGIC FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5358207
Firm CRD# 109677
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nancy Colleen Meininger offer?
Nancy Colleen Meininger specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in UTICA, New York for a consultation.
What are Nancy Colleen Meininger's credentials?
Nancy Colleen Meininger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nancy Colleen Meininger located?
Nancy Colleen Meininger is based in UTICA, New York, working with STRATEGIC FINANCIAL SERVICES, INC.. Their office serves clients in the UTICA metropolitan area and surrounding communities.
How does Nancy Colleen Meininger charge for services?
Nancy Colleen Meininger'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 STRATEGIC FINANCIAL SERVICES, INC.?
STRATEGIC FINANCIAL SERVICES, INC. has approximately 35 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STRATEGIC FINANCIAL SERVICES, INC.

Aaron R Evans
UTICA, NY
Kasey John Williams
UTICA, NY
Alan Remy Leist
UTICA, NY
David S Lemire
UTICA, NY
Douglas Scott Walters
UTICA, NY
Jeremy M Stewart
UTICA, NY

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