Nathan Wyatt
Nathan Wyatt is a CFP-designated registered investment advisor at LPL Financial LLC, based in Gothenburg, NE, with 26 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
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 Registrations24 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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