NM
CFP · ChFC
NM
CFP · ChFC

Nancy Pizarro Mercado

33 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
779 clients
Average Client Portfolio
$735K average
Assets Under Management
$572.6M

Fee Structure

Minimum Investment:$250K
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Location

423 South Cascade Avenue, Colorado Springs, CO, 80903

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Nancy is a Managing Member of Altus Wealth Group, LLC through KDJP Holdings, LLC, dedicating full-time hours to portfolio management, advisory, financial management, and business operations. She also works as a financial advisor for PKSF, spending minimal time searching and providing rates for fixed annuities, and is the owner of KDJP Holdings, LLC. Finally, Nancy is a managing partner of Peep Ventures, LLC, spending minimal time as the owner and operator of buildings for commercial rental.

Employment History
Current Registrations
Altus Wealth Group, LLC
May 2017 - Present · 8 yrs 9 mos
Purshe Kaplan Sterling InvestmentsBroker
May 2017 - Present · 8 yrs 9 mos
Previous Registrations
Morgan Stanley
June 2009 - May 2017 · 7 yrs 11 mos
Morgan StanleyBroker
June 2009 - May 2017 · 7 yrs 11 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
January 1998 - April 2007 · 9 yrs 3 mos
Morgan Stanley Dw INC.Broker
March 1992 - April 2007 · 15 yrs 1 mo
State Registrations14 states
AZCACODEFLIDMDMTNENMPATXVAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.