Nancy Kay Narusiewicz

Employer firm

Minder Narusiewicz, Inc. CRD 115028

$27.1M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 08/2007 → 09/2023
  Sagepoint Financial, Inc.
  Mendota Heights, MN
• 09/2023 → Present
  Osaic Wealth, Inc.
  Woodbury, MN

Other Businesses

1) INVESTMENT ADVISORY SERVICES, INDEPENDEN RIA, YES; MINDER NARUSIEWICZ, INC., 720 MAIN STREET, SUITE 209, MENDOTA HEIGHTS, MN 55118; INVESTMENT ADVISOR; 2014; FINANCIAL PLANNING 2) MINDER NARUSIEWICZ, INC. POSITION: Vice President NATURE: Registered Investment Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/08/2010 ADDRESS: 720 Main Street, Suite 209, Mendota Heights MN 55118, United States DESCRIPTION: Financial planning and portfolio management 3. MINDER NARUSIEWICZ, INC. POSITION: President/Owner NATURE: Corporation, Registered Investment Adviser INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 670 Commerce Drive, Suite 250, Woodbury MN 55125, United States DESCRIPTION: Preparation of tax returns 4. NANCY K NARUSIEWICZ POSITION: Owner NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/01/2014 ADDRESS: 670 Commerce Drive, Suite 250, Woodbury MN 55125, United States DESCRIPTION: Life, Health, and Annuity Sales 5. MINDER NARUSIEWICZ, INC. POSITION: Registered Investment Advisor NATURE: Registered Investment Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/08/2010 ADDRESS: 670 Commerce Dr, Suite 250, Woodbury MN 55125, United States DESCRIPTION: Financial planning and portfolio management

Exams

• S66 Uniform Combined State Law Examination
  2010-08-03
• S63 Uniform Securities Agent State Law Examination
  2010-01-26

Other Names

• Nancy Minder
• Nancy Kay Minder