Nancy Jean Almond

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

• 08/2010 → 02/2018
  Columbia State Bank
  Tacoma, WA
• 08/2010 → 02/2018
  Cetera Investment Services Llc
  St. Cloud, MN
• 11/2018 → 01/2021
  Hart Capital Management, Inc.
  Coeur D'ALene, ID
• 03/2018 → 10/2018
  Self
  Liberty Lake, WA
• 01/2021 → 09/2022
  Cuso Financial Services, Lp
  San Diego, CA
• 01/2021 → Present
  Numerica Credit Union
  Spokane Valley, WA
• 09/2022 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 09/2022 → Present
  Cetera Investment Advisers Llc
  Spokane Valley, WA

Previous Registrations

• 2021-01-21 → 2022-09-16
  Cuso Financial Services, L.P.
  Spokane Valley, WA
  Spokane, WA
  Kennewick, WA
  Post Falls, ID
  Spokane, WA
• 2018-11-29 → 2021-01-15
  Hart Capital Management, Inc.
  Spokane, WA

Other Businesses

1. OWNER OF RENTAL HOME; BOOKKEEPING AND TAX PREPARATION FOR PIANO FOR LIFE, INC; BUSINESS OWNED BY SPOUSE 2. BOARD MEMBER OF PROCU AND CETERA CREDIT UNION COUNCIL 3. CO-CHAIR SAFE PASSAGE-DOMESTIC VIOLENCE AND PREVENTION SERVICES, FINANCE COMMITTEE REVIEW BUDGET AND FUND RAISING EVENTS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-11-26
• S63 Uniform Securities Agent State Law Examination
  1991-05-13

Other Names

• Nancy Jean Price