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Nannette L. Belt

Nannette L. Belt

INSPIRATION FINANCIAL PLANNING
CARLSBAD, CA 92008
Some features on this profile are disabled
CRD#: 6483466
Nannette L. Belt

Professional summary

Nannette L. Belt, CFP®, who also goes by Nannette Belt, Nannette L. Kamien, Nannette Kamien, is a registered financial advisor currently at INSPIRATION FINANCIAL PLANNING located in Carlsbad, California.

Nannette is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Nannette has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Nannette Belt | Nannette L. Kamien | Nannette Kamien

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 Nannette L. Belt'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: 2018

Experience

Current

January 17, 2025 - Present

INSPIRATION FINANCIAL PLANNING

Office #1: 5858 Dryden Pl Suite 211, Carlsbad, CA 92008
RIA
CRD#: 334038
CARLSBAD, CA
Past

September 26, 2022 - December 16, 2024

ECHO45 ADVISORS LLC

RIA
CRD#: 307265
CARLSBAD, CA
Past

October 1, 2019 - September 26, 2022

CULTIVATING WEALTH

RIA
CRD#: 282447
Encinitas, CA
Past

June 4, 2015 - September 30, 2019

INSPIRATION FINANCIAL PLANNING LLC

RIA
CRD#: 206513
ENCINITAS, CA

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
(1/17/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/30/2015
Uniform Investment Adviser Law Examination

Current Firm

IF
INSPIRATION FINANCIAL PLANNING
INSPIRATION FINANCIAL PLANNING | INSPIRATION FINANCIAL PLANNING LLC

CRD#: 334038 / SEC#:

California
Registered Investment Advisory firm - (1/17/2025 Approved)
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Contact information

Main Address
Carlsbad, CA
Mailing Address
Phone number
(224) 707-1002
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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Company Information

INSPIRATION FINANCIAL PLANNING

CRD#: 334038Carlsbad, CA 92008

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