Nathan Wyatt
Nathan Wyatt is a CFP-designated registered investment advisor at LPL Financial LLC, based in Gothenburg, NE, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
900 Lake Avenue,, Gothenburg, NE, 69138
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nathan sells non-variable insurance products, including life insurance, disability, LTC, fixed annuities, and Medicare Supplement, dedicating a few hours per week. He also serves as CFO/EVP of Flatwater Bank, is a board member for both Gothenburg Public School Board and Flatwater Bank, co-owns Gothenburg Storage real estate, and uses Investment Service Center as a DBA for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Ffp Advisory Services INC
Ffp Securities, INC.Broker
Linsco/private Ledger CORP.Broker
State Registrations23 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.