Nathan Sealey
Nathan Sealey is a ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in Lapeer, MI, with 28 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
799 Harrison St, Lapeer, MI, 48446
Get directionsHistory
Regulatory History (7)
Judgment / Lien
December 2023Judgment / Lien
November 2023Judgment / Lien
June 2023Judgment / Lien
February 2022Judgment / Lien
January 2022Judgment / Lien
May 2018Judgment / Lien
December 2015Other Business ActivitiesSells Insurance
Nathan is the owner of Brass Ring Wealth Management, Inc. and NDS Financial Services, and a partner at Elga Wealth Management. He also works as an Investment Advisor Representative at Kestra Advisory Services, LLC, spending about half his time on these activities, which include investment advisory services, securities, and insurance sales.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
Next Financial Group, INC.
Next Financial Group, INC.Broker
Intersecurities, INC.Broker
Washington Square Securities, INC.Broker
Vestax Securities CorporationBroker
State Registrations33 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.