Stephanie Nehmens has been an investment adviser representative at North Berkeley Wealth Management since June 2025, and is not listed among the firm’s executive officers or direct owners.
North Berkeley Wealth Management, LLC is a Berkeley, CA firm with $830M under management, 411 clients and 11 advisers across 2 offices, as of its March 2026 filing.
- – present · 1 yearBerkeley, CA · Adviser representative · Firm CRD 136431
Investment adviser representative registrations
Stephanie Nehmens is registered as an investment adviser representative in California, since June 2025.
- CaliforniaSince 2 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 June 2025 |
| Series 66 | Uniform Combined State Law Examination | 28 June 2012 |
| Series 7 | General Securities Representative Examination | 26 October 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Stephanie Michelle Nehmens
- CRD
- 5952551
- Firm
- North Berkeley Wealth Management · CRD 136431
- Office
- 1995 EL DORADO AVE, Berkeley, CA 94707
- Registration
- Investment adviser registration
- In the industry since
- June 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Stephanie Nehmens work?
Stephanie Nehmens is an investment adviser representative registered through North Berkeley Wealth Management, LLC since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Stephanie Nehmens a financial advisor?
Yes. Stephanie Nehmens has a current investment-adviser registration in California, through North Berkeley Wealth Management since June 2025.
How many years of experience does Stephanie Nehmens have?
Stephanie Nehmens has 1 year in the financial industry, since June 2025, across 1 adviser firm.
What exams has Stephanie Nehmens passed?
Stephanie Nehmens has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in October 2011.
Where is Stephanie Nehmens based?
Stephanie Nehmens’ registered office is in Berkeley, CA.
Is Stephanie Nehmens registered with FINRA?
No. Stephanie Nehmens has no current broker registration.
How can I verify Stephanie Nehmens’ record?
Search CRD 5952551 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephanie Nehmens’ full registration record.