President, CCO · Challenger Wealth Management
Nancy H. Challenger
CRD 1377977 · Named on Form ADV at one SEC-registered adviser
At a glance
Challenger Wealth Management, an SEC-registered wealth manager based in Aliso Viejo, CA with $276 million in regulatory assets, lists Nancy H. Challenger on its Form ADV as President, CCO, a control person.
Firms and roles
- Challenger Wealth ManagementPresident, CCOWealth manager · Aliso Viejo, CA · $276M in regulatory assets
AtlasMembers
Nancy’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Donald S. ChallengerVice-President, Challenger Wealth Management
- Francisco J. CrisantoVice President, Challenger Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nancy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.