Nancy Cleveland
NBT Capital Management · Milwaukee, Wisconsin
Nancy Cleveland is a fee-only financial advisor at NBT Capital Management in Milwaukee, Wisconsin. NBT Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Nancy →
Facts
| Firm | NBT Capital Management |
|---|---|
| Based in | Milwaukee, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.61B across 1,308 accounts |
| SEC registration | Investment adviser representative in WI · CRD 1499216 |
| Exams passed | Series 63 (1986) · Series 65 (1995) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.clevelandhauswirth.com |
How Nancy's firm compares
- NBT Capital Management's average account is about $1.2 million, from its Form ADV (assets managed divided by 1,308 accounts).
Request an introduction to Nancy
Tell Nancy a little about what you're looking for. Nancy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Nancy
Is Nancy Cleveland a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nancy holds no broker registration, and NBT Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nancy charge for financial advice?
Nancy's firm, NBT Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nancy Cleveland based?
Nancy Cleveland is based in Milwaukee, Wisconsin.
Is Nancy Cleveland registered with the SEC?
Yes. Nancy Cleveland is registered as an investment adviser representative in WI (CRD 1499216), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does NBT Capital Management manage?
NBT Capital Management reports $1.61B across 1,308 accounts in assets under management.
How do I contact Nancy Cleveland?
Through Nancy's website, www.clevelandhauswirth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.