Steward Partners Investment Advisory
47yrs
Top advisor by experience in Lake Oswego
26yrs
Nancy Wakefield is a fiduciary financial advisor in Lake Oswego, Oregon, with 26 years in the industry. Nancy joined Serene Point Advisors in 2025, after three years at Integrated Advisors Network and less than a year at Martin Capital Partners. Serene Point Advisors offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 548 advisors with offices in Lake Oswego, and one of 514 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?More experience than 74% of advisors in Oregon
OfficeLake Oswego, OR
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$549,063
Advisors at the firm3
States licensed ?1 state
Services through Serene Point Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2025 – nowSerene Point Advisors LLCCurrent firm
- 2017 – 2020Integrated Advisors Network LLCPreviously
- Jun 2017 – Nov 2017Martin Capital Partners, LLCPreviously
- 2013 – 2016Martin Capital Partners, LLCPreviously
- 2008 – 2013TD Ameritrade, Inc.Previously
- 2008 – 2013TD Ameritrade Investment Management, LLCPreviously
- 2006 – 2008Strategic Advisers LLCPreviously
- Jun 2004 – Dec 2004Strategic Advisers LLCPreviously
Earlier career (1 more)
- 2001 – 2004AKT Wealth Advisors, LPPreviously
Contact Nancy
(503) 360-9550Serene Point Advisors main office Lake Oswego, OROffice · Get directions Facebook pageSerene Point AdvisorsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Nancy
Tailored to Nancy’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Nancy
How do I contact Nancy?
Call Serene Point Advisors at (503) 360-9550 and ask for Nancy Wakefield. Nancy works from the Lake Oswego, OR office.
How long has Nancy been a financial advisor?
Nancy has been in the industry since 2000, about 26 years. More experience than 74% of advisors in Oregon.
What licenses does Nancy hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Nancy a fiduciary?
Nancy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nancy paid?
Serene Point Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Nancy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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