DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Nancy Zehr

Mesirow Financial Investment Management, Inc.mixed wealthChicago, Il dual registrantIAPD 2223435

Feed of 09/14/2026

Also filed as Nancy Zehr Peavler

At current firm

2 y

since Aug 19, 2024

In the industry

30 y

since Mar 22, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Mesirow Financial Investment Management, Inc. mixed wealth current
since Aug 19, 2024 · Chicago, Il
Naples Wealth Planning independent RIA
Jun 25, 2024 to Sep 18, 2024 · Stuart, Fl
Imprint Wealth LLC independent RIA
Jun 24, 2024 to Sep 30, 2024 · Mount Pleasant, Sc
Imprint Wealth LLC independent RIA
Jul 11, 2023 to Jun 17, 2024 · Mount Pleasant, Sc
Laidlaw Wealth Management LLC independent RIA
Dec 15, 2020 to Aug 4, 2023 · Stuart, Fl
Capitalrock Financial, LLC former
Nov 5, 2018 to Dec 31, 2020 · Stuart, Fl

Moves

a registration end followed by a registration begin elsewhere

Imprint Wealth LLC to Naples Wealth Planning
left Sep 30, 2024, registered Jun 25, 2024 (-97 days) · RIA to a newly registered adviser · moved with a team
Naples Wealth Planning to Mesirow Financial Investment Management, Inc.
left Sep 18, 2024, registered Aug 19, 2024 (-30 days) · RIA to RIA · moved with a team
Laidlaw Wealth Management LLC to Imprint Wealth LLC
left Aug 4, 2023, registered Jul 11, 2023 (-24 days) · RIA to RIA · moved with a team
Capitalrock Financial, LLC to Laidlaw Wealth Management LLC
left Dec 31, 2020, registered Dec 15, 2020 (-16 days) · RIA to RIA · moved with a team

Signals

Nancy Zehr left Imprint Wealth Llc for Naples Wealth Planning (registered 2024-06-25)
Sep 30, 2024 · Advisor changed firm · fact
Nancy Zehr left Naples Wealth Planning for Mesirow Financial Investment Management, Inc. (registered 2024-08-19)
Sep 18, 2024 · Advisor changed firm · fact
Nancy Zehr left Laidlaw Wealth Management Llc for Imprint Wealth Llc (registered 2023-07-11)
Aug 4, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wealth manager with institutional or fund businessderived
Years in industry: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address