Unclaimed Profile

Nancy Caven Tengler

LAFFER TENGLER INVESTMENTS, INC.·NASHVILLE, Tennessee

Series 6525 years registeredLAFFER TENGLER INVESTMENTS, INC.

103 MURPHY COURT, NASHVILLE, TN 37203CRD# 2491091Firm CRD# 108068

Profile Verification

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

Identity

Nancy Caven Tengler · NASHVILLE, TN

Registration

CRD #2491091 · LAFFER TENGLER INVESTMENTS, INC. · 25 years registered

Brand Profile

Not yet started

Career History

LAFFER TENGLER INVESTMENTS, INC.

Dec 2019 – present

BUTCHERJOSEPH ASSET MANAGEMENT, LLC

Apr 2019 – Apr 2020

CHARLOTTE, NC

FREMONT INVESTMENT ADVISORS INC

Nov 2000 – Jun 2003

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 1, 2000

Years registered · 25

Disclosure History

2004Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

LAFFER TENGLER INVESTMENTS, INC.

CRD 108068 · SEC 801-56953

AUM

$463M

Regulatory assets under management

Employees

633 client accounts

Services offered by LAFFER TENGLER INVESTMENTS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at LAFFER TENGLER INVESTMENTS, INC. →

Introduction

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Frequently Asked Questions

What services does Nancy Caven Tengler offer?

Nancy Caven Tengler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NASHVILLE, Tennessee for a consultation.

What are Nancy Caven Tengler's credentials?

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

Where is Nancy Caven Tengler located?

Nancy Caven Tengler is based in NASHVILLE, Tennessee, working with LAFFER TENGLER INVESTMENTS, INC.. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.

How does Nancy Caven Tengler charge for services?

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

How large is LAFFER TENGLER INVESTMENTS, INC.?

LAFFER TENGLER INVESTMENTS, INC. has approximately 13 employees and manages $463M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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