Nathan Goodwin is a registered investment advisor, based in Cincinnati, OH, with 24 years of industry experience.
Location
221 E 4th St Ste 405, Cincinnati, OH, 45202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nathan is the Enterprise Operations Director at Premier Planning Group, responsible for managing daily operations and providing financial planning services. This role takes Nathan full-time hours, with nearly full-time hours dedicated to trading.
Employment History
Current Registrations
Ameritas Investment Company, LLC
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Baldwin Wealth Partners, LLC
Klr Investment Advisors, LLC
Citizens Securities, INC.
Citizens Securities, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
Lincoln Financial Securities CorporationBroker
Banc of America Investment Services, INC.Broker
Putnam Retail Management Limited PartnershipBroker
Fidelity Brokerage Services, INC.Broker
State Registrations4 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.