Nancy Joanne Sash

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

• 09/2005 → 10/2019
  1St Global Capital Corp.
  Medford, OR
• 09/2005 → 10/2019
  1St Global Advisors, Inc.
  Medford, OR
• 09/2005 → Present
  Kdp Wealth Management, Llc Dba Kdp Wealth
  Medford, OR
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Medford, OR
• 10/2019 → 09/2025
  Avantax Advisory Services
  Medford, OR
• 09/2005 → 06/2025
  Kosmatka Donnelly & Co, Llp Dba Kdp Certified Public Accountants
  Medford, OR
• 10/2019 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Medford, OR
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Boise, ID
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Medford, OR
  Boise, ID
• 2005-09-20 → 2019-10-25
  1St Global Advisors Inc
  Medford, OR

Other Businesses

1) RENTAL PROPERTY POSITION: OWNER NATURE: RENTAL REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/28/2015 ADDRESS: 5188 West Griffin Creek Rd, Medford OR 97501, United States; DESCRIPTION: Husband Manages Rentals 2) KDP HOLDINGS LLC POSITION: 15% ownership NATURE: LLC that holds interest in our new building LLC KDP holdings LLC is 50% owner in 3530 O'Hare Parkway, LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/29/2018 ADDRESS: 841 O'Hare Parkway Suite 200, Medford OR 97504, United States; DESCRIPTION: 15% owner of KDP Holdings LLC- no responsibilities or duties. 3) NAME OF OTHER BUSINESS: KDP WEALTH MANAGEMENT, LLC DBA KDP WEALTH; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 6/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2003-03-12
• S63 Uniform Securities Agent State Law Examination
  1999-05-14

Designations

• Certified Financial Planner

Other Names

• Nancy Dickinson