Nancy Forsyth

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2007 → Present
  Bluff Country Financial Services
  Houston, MN
• 05/2007 → 09/2025
  Avantax Investment Services, Inc.
  Houston, MN
• 11/2011 → 09/2025
  Avantax Advisory Services
  Houston, MN
• 02/2009 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Houston, MN
• 02/2009 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Houston, MN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Houston, MN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-01-08 → 2025-09-05
  Avantax Advisory Services
  Houston, MN

Other Businesses

1)Bluff Country Financial Services, I~'NIR'~106 East Maple Street, PO Box 306~Houston~MN~55943~Tax Preparation/Accounting~Accountant/Bookkeeper~1/25/2010~120hrs~80hrs~Payroll Administrator, Accountant, Tax Prep 2)Bluff Country Financial Services~'NIR'~106 East Maple Street, PO Box 306~Houston~MN~55943~Tax Preparation/Accounting~Tax Preparation/Accounting~1/1/2008~100hrs~100hrs~Accounting, Tax Preparation and Payroll. 3) Girl Scouts~'NIR'~306 W Elm Street~Houston~MN~55943~Other~Other~10/1/2010~8hrs~0hrs~Run Girl Scout Meetings, organize Girl Scout Cookie Sales| Since 2010.

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-10-13