Namack Portfolio Investment Professionals, LLC is an independent fiduciary financial planning and retirement wealth management practice located on Tamiami Trail in North Port, Sarasota County, Florida. Founded and led by Principal Wealth Advisor Wendy Beth Namack, CFP®—a Certified Financial Planner™ practitioner who has served Southwest Florida retirees since 1996—the practice delivers personalized retirement income engineering, portfolio management, and multi-generational estate coordination to older adults and families across North Port, Warm Mineral Springs, Wellen Park, Venice, and Port Charlotte through SEC-registered Commonwealth Financial Network.
Official Verification Sources: FINRA BrokerCheck Profile (Wendy Beth Namack, CFP®); SEC Investment Adviser Public Disclosure (Commonwealth Financial Network); Namack Portfolio Investment Professionals Official Website
Issuer: Certified Financial Planner Board of Standards / FINRA / SEC IAPD
Notes: Founded and led by Principal Advisor Wendy Beth Namack, CFP® (Individual CRD #2744729), an active Certified Financial Planner™ professional advising North Port and Sarasota County retirees since 1996.
Issuer: SEC / FINRA (Commonwealth Financial Network)
Notes: SEC File #801-43822; fiduciary investment advisory and securities services offered through SEC-registered Commonwealth Financial Network (CRD #8032).
Factual details and direct answers about Namack Portfolio Investment Professionals, LLC's services, licensing, and credentials.
Who leads Namack Portfolio Investment Professionals in North Port?
The practice is founded and led by Wendy Beth Namack, CFP® (CRD #2744729), a Certified Financial Planner™ practitioner with nearly 30 years of experience helping Southwest Florida seniors plan for retirement.
How are advisory accounts at Namack Portfolio Investment Professionals regulated?
Fiduciary investment advisory and brokerage services are offered through Commonwealth Financial Network, an SEC-registered Investment Adviser and FINRA member firm (CRD #8032, SEC File #801-43822).
Where is Namack Portfolio Investment Professionals located in South Sarasota County?
The branch office is located on US-41 at 14260 Tamiami Trail, North Port, Florida 34287, convenient to North Port, Wellen Park, Warm Mineral Springs, and Venice.
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