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.

Current firm

MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 22, 1996earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

5

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Mar 22, 1996

First registration

Nov 5, 2018

Dual registered

yes, broker-dealer

Other names

NANCY ZEHR PEAVLER|NANCY L ZEHR

IAPD individual key

2223435

• Occurred

  Sep 30, 2024
  Advisor changed firm

  Nancy Zehr left Imprint Wealth Llc for Naples Wealth Planning (registered 2024-06-25)

  Form ADVobserved 5 days ago
• Occurred

  Sep 18, 2024
  Advisor changed firm

  Nancy Zehr left Naples Wealth Planning for Mesirow Financial Investment Management, Inc. (registered 2024-08-19)

  Form ADVobserved 5 days ago
• Occurred

  Aug 4, 2023
  Advisor changed firm

  Nancy Zehr left Laidlaw Wealth Management Llc for Imprint Wealth Llc (registered 2023-07-11)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:749713d5-bf8e-3f71-3bab-5fc5394fe5b9

First observed

Nov 5, 2018

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.