NL
Nishann C. Lanata
CRAFT WEALTH SERVICES
Lebanon, TN
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CRD#: 6701353
NL
Professional summary
Nishann C Lanata, who also goes by Nishann Cyra Miller, Nishann Miller, is a registered financial advisor currently at CRAFT WEALTH SERVICES located in Lebanon, Tennessee.
Nishann is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Nishann has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nishann Cyra Miller | Nishann Miller
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.
CRS (Client Relationship Summary) - RIA
Click below to view Nishann C Lanata'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®
NoneExperience
Current
May 8, 2024 - Present
CRAFT WEALTH SERVICES
Office #2: 145 Bear Crossing Ste 100, Mt Juliet, TN 37122RIA
CRD#: 289557
Lebanon, TN
Past
May 28, 2019 - June 3, 2024
FIRST COMMAND ADVISORY SERVICES
RIA
CRD#: 281958
Mount Juliet, TN
Past
May 28, 2019 - June 3, 2024
FIRST COMMAND BROKERAGE SERVICES, INC.
BD
CRD#: 3641
Mt Juliet, TN
Past
July 12, 2017 - January 24, 2019
WADDELL & REED
RIA
CRD#: 866
FT. COLLINS, CO
Past
April 28, 2017 - January 24, 2019
WADDELL & REED
BD
CRD#: 866
FT. COLLINS, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CRAFT WEALTH SERVICES
CRAFT ASSET MANAGEMENT | CRAFT WEALTH SERVICES | CRAFT ASSET MANAGEMENT LLC
CRD#: 289557 / SEC#: 801-131218
RIA
Registered Investment Advisory firm - (10/1/2024 Approved)Arizona
Registered Investment Advisory firm - (10/3/2024 Terminated)California
Registered Investment Advisory firm - (11/2/2024 Terminated)Colorado
Registered Investment Advisory firm - (10/4/2024 Terminated)Connecticut
Registered Investment Advisory firm - (10/15/2024 Terminated)District of Columbia
Registered Investment Advisory firm - (10/3/2024 Terminated)Florida
Registered Investment Advisory firm - (10/3/2024 Terminated)Georgia
Registered Investment Advisory firm - (10/4/2024 Terminated)Kentucky
Registered Investment Advisory firm - (10/3/2024 Terminated)Maryland
Registered Investment Advisory firm - (10/9/2024 Terminated)Michigan
Registered Investment Advisory firm - (10/10/2024 Terminated)Ohio
Registered Investment Advisory firm - (10/3/2024 Terminated)Tennessee
Registered Investment Advisory firm - (10/3/2024 Terminated)Texas
Registered Investment Advisory firm - (10/3/2024 Terminated)Virginia
Registered Investment Advisory firm - (10/15/2024 Terminated)West Virginia
Registered Investment Advisory firm - (10/3/2024 Terminated)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
Tennessee(5/8/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CW
CRAFT WEALTH SERVICES
CRAFT ASSET MANAGEMENT | CRAFT WEALTH SERVICES | CRAFT ASSET MANAGEMENT LLC
CRD#: 289557 / SEC#: 801-131218
RIA
Registered Investment Advisory firm - (10/1/2024 Approved)Arizona
Registered Investment Advisory firm - (10/3/2024 Terminated)California
Registered Investment Advisory firm - (11/2/2024 Terminated)Colorado
Registered Investment Advisory firm - (10/4/2024 Terminated)Connecticut
Registered Investment Advisory firm - (10/15/2024 Terminated)District of Columbia
Registered Investment Advisory firm - (10/3/2024 Terminated)Florida
Registered Investment Advisory firm - (10/3/2024 Terminated)Georgia
Registered Investment Advisory firm - (10/4/2024 Terminated)Kentucky
Registered Investment Advisory firm - (10/3/2024 Terminated)Maryland
Registered Investment Advisory firm - (10/9/2024 Terminated)Michigan
Registered Investment Advisory firm - (10/10/2024 Terminated)Ohio
Registered Investment Advisory firm - (10/3/2024 Terminated)Tennessee
Registered Investment Advisory firm - (10/3/2024 Terminated)Texas
Registered Investment Advisory firm - (10/3/2024 Terminated)Virginia
Registered Investment Advisory firm - (10/15/2024 Terminated)West Virginia
Registered Investment Advisory firm - (10/3/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1902 West Kennedy Boulevard Unit 4, Tampa, FL 33606
Mailing Address
Phone number
(813) 394-0984
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 746 |
| AUM (Assets Under Management) | $ 91,966,719 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
