Nancy Caven Tengler
Investment Adviser Representative at Laffer Tengler Investments, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Nancy Caven Tengler is an investment adviser representative with Laffer Tengler Investments, Inc. in Incline Village, NV, where they have been registered since 2019. They have worked in the securities industry since 2016 and have been registered with 3 firms, including Butcherjoseph Asset Management, LLC and Fremont Investment Advisors Inc. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Arizona, Nevada, and Texas.
Registrations & licenses
- Investment adviser:
- Arizona, Nevada, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Arizona Bank and TrustMay 2014 – Aug 2018Pheonix, AZ
- Arizona Bank & Trust/Dubuque Bank & Trust/Heartland FinancialSep 2014 – Nov 2018Phoenix, AZ
- ButcherJoseph Asset ManagementDec 2018 – Apr 2020Scottsdale, AZ
- Laffer Tengler Investments IncApr 2020 – no end date reportedScottsdale, AZ
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Laffer Tengler Investments, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $3,000,000 (waivable)
- Up to $3,000,0001.15%
- $3,000,001 - $5,000,0001.00%
- $5,000,001 - $10,000,0000.90%
- $10,000,001 - $20,000,0000.75%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 12
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Nashville, TN
- SEC file number:
- 801-56953
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 26, 2026
View full firm profileOther advisors at Laffer Tengler Investments, Inc.
11 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nancy Caven Tengler has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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