Nancy D. Breymeier
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Nancy D Breymeier, who also goes by Nancy Dawn Breymeier, was a registered financial professional .
Nancy is a previously registered financial professional and started their career in finance in 1989. Nancy had worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 19, 2013 - December 31, 2023
FINANCIAL DIMENSIONS GROUP, INC.
February 23, 2007 - December 31, 2023
OSAIC WEALTH, INC.
June 6, 1997 - February 16, 2007
MUTUAL SERVICE CORPORATION
February 22, 1989 - June 13, 1997
IDS LIFE INSURANCE COMPANY
February 22, 1989 - June 13, 1997
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FINANCIAL DIMENSIONS GROUP, INC.
CRD#: 115143 / SEC#: 801-77285
Contact information
Regulatory assets under management
| Total Number of Accounts | 9,105 |
| AUM (Assets Under Management) | $ 2,603,760,951 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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