Elizabeth Angus

PENSION CONSULTANTS

Springfield, MO 65806

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CRD#: 7405605

Professional summary

Elizabeth Angus, who also goes by Liz Angus, Elizabeth Nemeti, Liz Nemeti, Elizabeth Sirb, Liz Sirb, is a registered financial advisor currently at PENSION CONSULTANTS INC located in Springfield, Missouri.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Elizabeth has worked at 1 firm and has passed the Series 65 and Series 63 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Liz Angus | Elizabeth Nemeti | Liz Nemeti | Elizabeth Sirb | Liz Sirb

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 Elizabeth Angus's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 30, 2021 - Present

PENSION CONSULTANTS INC

Office #1: 300 South Campbell Ave., Springfield, MO 65806

RIA

CRD#: 113914

Springfield, MO

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".

PENSION CONSULTANTS INC

CRD#: 113914 / SEC#: 801-56704

RIA

Registered Investment Advisory firm - (7/23/1999 Approved)

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

Missouri
(9/30/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/30/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/15/2006

Uniform Securities Agent State Law Examination

Current Firm

PENSION CONSULTANTS INC

CRD#: 113914 / SEC#: 801-56704

RIA

Registered Investment Advisory firm - (7/23/1999 Approved)

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Contact information

Main Address

300 South Campbell Ave., Springfield, MO 65806

Mailing Address

Phone number

(417) 889-4918

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/19/2025)

Regulatory assets under management

Total Number of Accounts	146
AUM (Assets Under Management)	$ 4,921,817,688

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.

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Elizabeth Angus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Angus's CRS (Customer Relationship Summary).

Certified licenses

Experience

PENSION CONSULTANTS INC

Primary Firm SEC Registration

PENSION CONSULTANTS INC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/30/2021

Series 63

Date: 8/15/2006

Current Firm

PENSION CONSULTANTS INC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PENSION CONSULTANTS INC

TRUST BUT VERIFY

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