Nancy Lorena Sides

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

• 10/1995 → Present
  Sides Financial Strategies, Inc
  Columbia, SC
• 01/1997 → Present
  Midland Tech College
  Columbia, SC
• 09/2014 → 06/2021
  Voya Financial Advisors
  Des Moines, IA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1995-11-02 → 2021-06-09
  Voya Financial Advisors, Inc.
  Irmo, SC
  Windsor, CT

Other Businesses

NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 201 MINISTRY DR; IRMO; SC; 29063; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 8/31/1994; 160; 160; SALES OF FIXED INSURANCE PRODUCTS|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 201 MINISTRY DR; IRMO; SC; 29063; fixed insurance sales; INDEPENDENT INSURANCE AGENT; 6/24/2009; 160; 160; sales of fixed insurance products|NAME OF ENTITY:Sides Financial Strategies, Inc; Yes; 201 MINISTRY DR; IRMO; SC; 29063; financial services; president; 6/24/2009; 160; 160; sales of insurance and investment products|NAME OF ENTITY:Midlands Technical College; No; 201 MINISTRY DR; IRMO; SC; 29063; teaching; instructor; 6/24/2009; 6; 6; teaches financial strategies class|

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-04-21
• S63 Uniform Securities Agent State Law Examination
  1987-11-13

Designations

• Chartered Financial Consultant

Other Names

• Nancy Lorena Rose
• Nancy Lorena Colchin
• Nancy Lorena Marthers