Nathan Smart is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Salt Lake City, UT, with 28 years of industry experience. Nathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
299 S Main St 7th Fl, Salt Lake City, UT, 84111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nathan is a trustee for the Duncan Family Insurance Trust and his parents' living trust, and has power of attorney for his son and daughter. He also co-owns Jeran, LLC and Jeran Realestate LLC with his spouse, and has 50% ownership in a rental property, dedicating minimal time to these activities.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations40 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.
Exams
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