Nathan Chesley
Nathan Chesley is a registered investment advisor at Oneamerica Securities, INC., based in Perham, MN, with 6 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 2,300 clients with $310M 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% |
Overall advisory fees generally range from 0.25% to 2.00% of assets under management, depending on the program and investments selected.
Fee Estimator
Location
109 W Main St, Suite 4, Perham, MN, 56573
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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 is an insurance agent selling life insurance and annuities through Propel Financial Strategies, dedicating nearly full-time hours to this activity. He also serves as a board member/president for Perham Area Youth Fitness Academy and board member/treasurer for Lake Area Gymnastics Booster Club, spending a few hours per week on these roles.
Employment History
Current Registrations
Oneamerica Securities, INC.
Previous Registrations
Creativeone Wealth, LLC
State Registrations6 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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