NQ
NQ

Nathan Quello

25 Years of Experience
Sioux Falls, SD
Broker

Nathan Quello is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Sioux Falls, SD, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

101 North Main Avenue, Suite 201, Sioux Falls, SD, 57104

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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 Activities

Nathan works as a financial advisor at First Dakota National Bank and Loft Advisors since 2013. He dedicates about half of his time to each role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2013 - Present · 12 yrs 6 mos
Raymond James Financial Services, INC.Broker
November 2013 - Present · 12 yrs 6 mos
Previous Registrations
UBS Financial Services INC.
August 2006 - December 2013 · 7 yrs 4 mos
UBS Financial Services INC.Broker
August 2006 - December 2013 · 7 yrs 4 mos
Piper Jaffray & CO.
May 2005 - August 2006 · 1 yr 3 mos
Piper Jaffray & CO.Broker
April 2005 - August 2006 · 1 yr 4 mos
RBC Dain Rauscher INC.
January 2001 - May 2005 · 4 yrs 4 mos
RBC Dain Rauscher INC.Broker
September 2000 - May 2005 · 4 yrs 8 mos
State Registrations23 states
AZCACOFLIAIDILINKSMAMNMTNDNENMNYORSDTXVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.