Nathan Oeming is a registered investment advisor at Nw Advisory, based in Wilsonville, OR, with 21 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management. Their firm serves 265 clients with $75M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NW Advisory's investment management fees are based on a percentage of the value of your portfolio. These fees are charged quarterly.
Location
Wilsonville, OR
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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 provides insurance consulting for life, disability, and long-term care.
Employment History
Current Registrations
Nw Advisory
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations2 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.