Nancy Atkins Ferriss, CFP®
Nancy Atkins Ferriss, CFP®
Ferriss Financial Strategies
211 South Central, Lower Level
St. Louis, MO 63105
Phone:(314) 727-7655
Fax: (314) 727-5591
Web Site: FerrissFinancialStrategies.com
Household Income Minimum: None
Investable Asset Minimum: None
Specialties
Comprehensive Personal Financial Planning for Individuals and Small Businesses
Investments
Insurance
Retirement
Long Term Care Insurance
College Planning
Career Changes
Job Loss
Divorce Planning
Special Needs Planning
Experience
1984 Joined Equitable Financial Services
1986 Joined The Financial Resource Group
1989 Independent Contractor with Hammann Financial Services
1991- 2007 Taught classes in Investments and other financial topics through St. Louis
Community College
1992 Established Ferriss Financial Strategies
Licensed with Investacorp, Inc., to sell securities
1993 Licensed as a Certified Financial Planner®
1996 -Present Board member of the Financial Planning Association of Greater St. Louis
1996 Registered Investment Advisor with the State of Missouri
2009 Investment Advisor Representative with First Heartland Consultants, Inc.
2010 Life Member, Heritage Club of the Financial Planning Association
Registrations, Licenses, Certifications, & Affiliations
Securities Registrations
FINRA Series 6, 7, & 63
Insurance Licenses
Licensed for life, disability, long term care insurance and health insurance
Licensed for fixed and variable annuities
Designations
Certified Financial Planner® (CFP®)
Affiliations
Financial Planning Association of Greater St. Louis
Life Member, Heritage Club of the Financial Planning Association
Graduate, University of Colorado, B.A., M.A.
Elected to Phi Beta Kappa, Phi Sigma Iota, Phi Alpha Theta
How Planner Charges
Combination Fee/Commission
About My Practice
My professional experience since 1984 includes preparing financial plans for individuals and
businesses and assisting clients to implement their plans with investment and insurance
products.
Everyone needs financial planning, and a Certified Financial Planner® practitioner, by virtue of
his/her training and experience, is the most suitable professional to implement the planning
process. That is why I have set no investable asset or income minimums.
I work with a diverse client base, and I treasure the many strong professional relationships
we have built together.
I am not limited to one company’s financial products, nor am I under any obligation
to meet sales quotas with any company. I work with a variety of providers of
financial products to give my clients access to quality investment and insurance vehicles.
I will provide a free initial consultation to prospective clients so that we may determine
if their needs and my services can be matched.
Securities Offered Through First Heartland Capital®, Inc. Member FINRA & SIPC
Advisory Services offered through First Heartland Consultants, Inc.
(Ferriss Financial Strategies is not affiliated with First Heartland Capital®, Inc.)