Nishann LaNata has been an investment adviser representative at Craft Asset Management since May 2024, and is not listed among the firm’s executive officers or direct owners. Nishann LaNata holds a Bachelor of Science in Agricultural Business from Colorado State University.
Craft Asset Management LLC is a Tampa, FL firm with $121M under management, 224 clients and 8 advisers across 6 offices, as of its September 2026 filing.
Nishann LaNata is Director of Wealth Management at Craft Wealth Services, a role she has held since 2024. She has a background of over a decade in financial services, including her tenure at First Command Financial Services, where she was a Financial Advisor from 2019 to 2024, and at Waddell & Reed.
Nishann LaNata’s longest registration was 5 years at First Command Advisory Services (2019–2024). Before joining Craft Asset Management in 2024, Nishann LaNata was registered through First Command Advisory Services and Waddell & Reed.
- First Command Advisory Services– · 5 yearsMount Juliet, TN · Adviser representative · Firm CRD 281958
- Waddell & Reed– · 1 yearFT. Collins, CO · Adviser representative · Firm CRD 866
Investment adviser representative registrations
Nishann LaNata is registered as an investment adviser representative in Tennessee, since May 2024.
- TennesseeSince 8 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 12 July 2017 |
| Series 7 | General Securities Representative Examination | 28 April 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Nishann C LaNata
- CRD
- 6701353
- Firm
- Craft Asset Management · CRD 289557
- Registration
- Investment adviser registration
- In the industry since
- August 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- craftwealthservices.com
Where does Nishann LaNata work?
Nishann LaNata is an investment adviser representative registered through Craft Asset Management LLC since May 2024, and is not listed among the firm’s executive officers or direct owners.
Is Nishann LaNata a financial advisor?
Yes. Nishann LaNata has a current investment-adviser registration in Tennessee, through Craft Asset Management since May 2024.
How many years of experience does Nishann LaNata have?
Nishann LaNata has 9 years in the financial industry, since August 2017, across 3 adviser firms.
What exams has Nishann LaNata passed?
Nishann LaNata has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2017. FINRA credited Nishann LaNata with the SIE, which began in October 2018.
Where did Nishann LaNata work before Craft Asset Management?
Before Craft Asset Management, Nishann LaNata was registered through Waddell & Reed, July 2017 to January 2019.
Is Nishann LaNata registered with FINRA?
No. Nishann LaNata has no current broker registration.
How can I verify Nishann LaNata’s record?
Search CRD 6701353 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nishann LaNata’s full registration record.
