NR
CFP
NR
CFP

Nathan Reneau

27 Years of Experience
New Braunfels, TX
BrokerSells Insurance

Nathan Reneau is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in New Braunfels, TX, with 27 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

352 Landa St, New Braunfels, TX, 78130

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Nathan is a CPA and tax preparer, co-owner of a real estate company, owner of a DBA for fixed insurance product sales, an attorney, and a real estate manager. He dedicates full-time hours to Legacy Private Asset Managers, about a quarter of his time to his attorney work, and a few hours per week to the other activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.Broker
January 2004 - June 2021 · 17 yrs 5 mos
Voya Financial Advisors, INC.
January 2004 - June 2021 · 17 yrs 5 mos
Locust Street Securities, INC.
November 2001 - January 2004 · 2 yrs 2 mos
Locust Street Securities, INC.Broker
November 2001 - January 2004 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1998 - November 2001 · 3 yrs 2 mos
State Registrations6 states
CAFLGALAOKTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
Nathan Reneau - Financial Advisor | TrueAdvisor