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CFP
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CFP

Nathaniel Running

Strategic Wealth Group
28 Years of Experience
Eden Prairie, MN
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Nathaniel Running is a CFP-designated registered investment advisor at Strategic Wealth Group, based in Eden Prairie, MN, with 28 years of industry experience. Nathaniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 3,557 clients with $1.5B in assets under management.

Strategic Wealth Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
3,557 clients
Average Client Portfolio
$432K average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.0M1.50%
$2.0M - $5.0M1.25%
$5M+1.00%

Fees are negotiable based on factors such as historical relationships, asset types, and account composition. Alternatively, a flat fee of up to 2.0% may apply.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7820 Terrey Pine Ct, #200, Eden Prairie, MN, 55347

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
January 1993
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Nathaniel is involved in several business activities, including non-variable insurance sales since 2016 and real estate rentals. He also dedicates about half of his time as an investment advisor representative (IAR) with Strategic Wealth Group Registered Investment Advisors, LLC.

Employment History
Current Registrations
Strategic Wealth Group
August 2016 - Present · 10 yrs 2 mos
LPL Financial LLC
August 2016 - Present · 10 yrs 2 mos
LPL Financial LLCBroker
August 2016 - Present · 10 yrs 2 mos
Previous Registrations
LPL Financial LLC
August 2017 - October 2020 · 3 yrs 2 mos
Cetera Advisors LLCBroker
August 2012 - August 2016 · 4 yrs
Cetera Advisors LLC
August 2012 - August 2016 · 4 yrs
LPL Financial LLC
September 2008 - September 2012 · 4 yrs
Linsco/private Ledger CORP.
June 2003 - December 2007 · 4 yrs 6 mos
LPL Financial LLCBroker
October 2001 - September 2012 · 10 yrs 11 mos
Lutheran Brotherhood Securities CORP.Broker
August 1998 - October 2001 · 3 yrs 2 mos
State Registrations49 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENJNMNVNYOHOKORPASCSDTNTXUTVAVTWAWIWVWY
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.
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