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Nancy Louise Dienes

Nancy L. Dienes

ARRIVITY FINANCIAL PLANNING
Seattle, WA 98109
Some features on this profile are disabled
CRD#: 5608652
Nancy Louise Dienes

Professional summary

Nancy Louise Dienes, CFP® is a registered financial advisor currently at ARRIVITY FINANCIAL PLANNING located in Seattle, Washington.

Nancy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Nancy has worked at 2 firms .

Core Areas of Focus

College/Education Planning
Hourly
Investment Advice without Ongoing Management
Middle Income Client Needs
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
Budgeting
Retirement Planning
Education Planning
Investment Planning
Debt Management
Insurance Planning
Tax Planning
Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nancy Louise Dienes's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2012

Experience

Current

September 10, 2013 - Present

ARRIVITY FINANCIAL PLANNING

Office #1: 1200 Westlake Ave North Suite 508, Seattle, WA 98109
RIA
CRD#: 167976
Seattle, WA
Past

May 23, 2011 - December 11, 2013

GODDARD FINANCIAL PLANNING, INC.

RIA
CRD#: 124498
SEATTLE, WA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(3/22/2021)
IAR
Colorado
(7/28/2021)
IAR
Oregon
(11/30/2021)
IAR
Texas
(12/21/2022)
IAR
Washington
(9/10/2013)

Exams

Current Firm

ARRIVITY FINANCIAL PLANNING
ARRIVITY FINANCIAL PLANNING
603 FINANCIAL, INC. | GODDARD FINANCIAL PLANNING | BLUE CANOE FINANCIAL PLANNING, INC. | BLUE CANOE FINANCIAL PLANNING | ARRIVITY FINANCIAL PLANNING

CRD#: 167976 / SEC#:

California
Registered Investment Advisory firm - (3/22/2021 Approved)
Colorado
Registered Investment Advisory firm - (7/28/2021 Approved)
Oregon
Registered Investment Advisory firm - (11/30/2021 Approved)
Texas
Registered Investment Advisory firm - (12/19/2022 Conditional Restricted)
Washington
Registered Investment Advisory firm - (9/10/2013 Approved)
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Contact information

Main Address
1200 Westlake Ave North Suite 508, Seattle, WA 98109
Mailing Address
Phone number
(206) 217-2583
Established
Firm type
Fiscal year end
# of Employees
8

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ARRIVITY FINANCIAL PLANNING

ARRIVITY FINANCIAL PLANNING

CRD#: 167976Seattle, WA 98109

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Contact information

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