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Nathan Becker

9 Years of Experience
Onalaska, WI
BrokerSells Insurance

Nathan Becker is a registered investment advisor, based in Onalaska, WI, with 9 years of industry experience.

Location

1401 Main Street, Onalaska, WI, 54650

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Nathan works as an operations and research specialist for Financialoscopy Inc., focusing on sales and service of fixed insurance, dedicating a few hours per week. Nathan also works as a registered investment advisor representative for InteractiveFinancial Advisors, spending about half his time there.

Employment History
Current Registrations
Fortune Financial Services, INC.
September 2020 - Present · 5 yrs 8 mos
Fortune Financial Services, INC.Broker
September 2020 - Present · 5 yrs 8 mos
Interactive Financial Advisors
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
Brooklight Place Securities, INC.Broker
May 2019 - September 2020 · 1 yr 4 mos
Wells Fargo Investments, LLC
April 2008 - July 2010 · 2 yrs 3 mos
Wells Fargo Investments, LLCBroker
February 2008 - July 2010 · 2 yrs 5 mos
State Registrations3 states
AZMNWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
Nathan Becker - Financial Advisor | TrueAdvisor