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Managing Member / CCO · Retire Agile

Tanya L. Nichols

CRD 4005676 · Named on Form ADV at one SEC-registered adviser

At a glance

Retire Agile, an SEC-registered wealth manager based in Hermantown, MN with $434 million in regulatory assets, lists Tanya L. Nichols on its Form ADV as Managing Member / CCO, a control person.

Firms and roles

  • Retire AgileManaging Member / CCOWealth manager · Hermantown, MN · $434M in regulatory assets

AtlasMembers

Tanya’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
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Tanya’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.