Unclaimed Profile

Nancy Lynn Congdon

BLUE WATER WEALTH, INC.·PORTLAND, Oregon

SIE, Series 4, Series 7, Series 24, Series 51, Series 63CFPClean record19 years registeredBLUE WATER WEALTH, INC.

6600 SW 92ND AVENUE, PORTLAND, OR 97223CRD# 2136551Firm CRD# 164432

Profile Verification

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

Identity

Nancy Lynn Congdon · PORTLAND, OR

Registration

CRD #2136551 · BLUE WATER WEALTH, INC. · 19 years registered

Brand Profile

Not yet started

Career History

BLUE WATER WEALTH

Aug 2012 – present

AMERIPRISE FINANCIAL SERVICES, INC.

Jan 2012 – Jul 2012

PORTLAND, OR

AMERIPRISE FINANCIAL SERVICES, INC.

Oct 2006 – Dec 2008

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 51

Series 63

Registration record

First registered · October 4, 2006

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLUE WATER WEALTH, INC.

CRD 164432 · SEC 801-112810

AUM

$317M

Regulatory assets under management

Employees

1,021 client accounts

Services offered by BLUE WATER WEALTH, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BLUE WATER WEALTH, INC. →

Introduction

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Frequently Asked Questions

What services does Nancy Lynn Congdon offer?

Nancy Lynn Congdon specializes in Financial Planning, Investment Management. Contact their office in PORTLAND, Oregon for a consultation.

What are Nancy Lynn Congdon's credentials?

Nancy Lynn Congdon holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Nancy Lynn Congdon located?

Nancy Lynn Congdon is based in PORTLAND, Oregon, working with BLUE WATER WEALTH, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Nancy Lynn Congdon charge for services?

Nancy Lynn Congdon'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 BLUE WATER WEALTH, INC.?

BLUE WATER WEALTH, INC. has approximately 17 employees and manages $317M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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