Nathanael Flynn
Nathanael Flynn is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in East Lansing, MI, with 24 years of industry experience. Nathanael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B 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 | 2.00% |
Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.
Fee Estimator
Location
2260 East Saginaw Street, Suite B, East Lansing, MI, 48823
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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 Activities
Nathanael is a registered investment advisor through Private Advisor Group, LLC, operating under the DBA Flynn Wealth Partners, taking about half of his time. He also owns Flynn Wealth Properties, LLC and Michigan Financial Partners LLC, both real estate rental businesses, spending minimal time on these.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Ws Griffith Securities, INC.Broker
State Registrations14 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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