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Wealth Preservation Advisors, LLC CRD 167518
$592M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
715 Market Street Suite 307, Chattanooga, TN 37402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-13 |
| TN | RA | APPROVED | 2014-02-04 |
Branch Locations
715 Market Street Suite 307, Chattanooga, TN 37402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Preservation Advisors | Chattanooga | TN | 02/2014 | Present |
Nina Strozak is a licensed insurance agent. She occasionally offers insurance products and receives customary fees as a result of insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-27 |
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