Nancy E Wakefield

Employer firm

Serene Point Advisors LLC CRD 309433

$32.9M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• FINANCIAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 11/2017
  Martin Capital Partners, Llc
  Eugene, OR
• 11/2017 → 09/2020
  Integrated Advisors Network Llc
  Palos Verdes Estates, CA
• 09/2020 → Present
  Serene Point Advisors
  Lake Oswego, OR

Previous Registrations

• 2017-11-07 → 2020-11-02
  Integrated Advisors Network Llc
  Lake Oswego, OR
  Dallas, TX
• 2017-06-30 → 2017-11-01
  Martin Capital Partners, Llc
  Eugene, OR
• 2013-09-23 → 2016-12-31
  Martin Capital Partners, Llc
  Eugene, OR
• 2008-09-09 → 2013-01-03
  Td Ameritrade, Inc.
  Portland, OR
• 2008-09-09 → 2013-01-03
  Td Ameritrade Investment Management, Llc
  Portland, OR
• 2006-02-27 → 2008-08-07
  Strategic Advisers Llc
  Seattle, WA
• 2004-06-02 → 2004-12-16
  Strategic Advisers Llc
  San Francisco, CA
• 2001-01-08 → 2004-05-03
  Akt Wealth Advisors, Lp
  Lake Oswego, OR

Exams

• S66 Uniform Combined State Law Examination
  2006-01-23
• S63 Uniform Securities Agent State Law Examination
  2004-06-25
• S65 Uniform Investment Adviser Law Examination
  2000-11-13

Other Names

• Nancy E Nugent
• Nancy Ellen Wakefield