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RIA / WealthAdvisorCertified Financial Planner23 years in industry

TANYA LYNN NICHOLS

Advisor at RETIRE AGILE

HERMANTOWN, MN

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Search this name across graphsid dfx:ria:0635a687-c66b-9a62-4240-0a20852a4e78

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 4, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RETIRE AGILE
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 6, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Jan 6, 2003
First registration: Dec 4, 2007
Dual registered: no
Other names: TANYA LYNN WESTLUND|TANYA LYNN WHITMAN|TANYA LYNN WHITMAN
IAPD individual key: 4005676

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RETIRE AGILE	Independent wealth	Feb 1, 2021	n/a	yes	HERMANTOWN, MN	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Sep 23, 2014	Feb 19, 2021	no	DULUTH, MN\|DULUTH, MN\|HERMANTOWN, MN	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 3, 2011	Sep 23, 2014	no	DULUTH, MN\|DULUTH, MN	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Dec 21, 2010	Jan 3, 2011	no	DULUTH, MN	Previous registration
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Dec 4, 2007	Dec 23, 2010	no	Virginia, MN\|BABBITT, MN\|Duluth, MN\|Hibbing, MN\|CLOQUET, MN\|DULUTH, MN\|DULUTH, MN\|DULUTH, MN\|DULUTH, MN\|DULUTH, MN\|Grand Rapids, MN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	RETIRE AGILE	Feb 19, 2021	Feb 1, 2021	-18	Firm change	Ibd to RIA
WELLS FARGO ADVISORS	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Sep 23, 2014	Sep 23, 2014	0	Firm change	Other
WELLS FARGO INVESTMENTS, LLC	WELLS FARGO ADVISORS	Jan 3, 2011	Jan 3, 2011	0	Bulk transfer	Other
U.S. BANCORP INVESTMENTS, INC.	WELLS FARGO INVESTMENTS, LLC	Dec 23, 2010	Dec 21, 2010	-2	Firm change	Other

Relationships

Registered with (5)

→ RETIRE AGILERegistered adviserregistration: current employment
Feb 1, 2021 to presentfactForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Sep 23, 2014 to Feb 19, 2021factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 3, 2011 to Sep 23, 2014factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Dec 21, 2010 to Jan 3, 2011factForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Dec 4, 2007 to Dec 23, 2010factForm ADV

Dated events

No dated event names this entity yet.