Who is NAN?

I created NAN, a Registered Investment Advisory Firm, with the focus of having mortgage originators plug in and join NAN so they can give their clients financial advice.

Joining NAN allows you to become an Investment Advisor Representative after taking and passing the FINRA Series 65 license test.

Now as a licensed Representative you would be an advisor for NAN in your state and be able to add that component your clients are yearning for.

Clients are ultimately looking for the following:

• Information with personal interpretations
• Insight to protect them
• Inspiration that encourages
• Judgment that is rooted in experience
• Products that bring meaning to their life
• Services that come with relationships
• Guidance that creates purpose and vision

These are the reasons I created NAN, a place for loan originators to get the guidance they are looking for to offer a holistic approach to lending.

Best of all… NAN has joined forces with the #1 Independent Financial Advisor in the country, Ric Edelman and his firm Edelman Financial Services.

This agreement allows us to harness the teachings and investment strategies of Ric Edelman and get our clients to the best of the best...offering that judgement that comes from all the experience of Ric Edelman.

Putting your clients that have money to be invested and managed with Edelman Financial Services allows you to know they are completely taken care of…

… and best of all there can be a residual revenue stream available for you.