Nathan Wells
Nathan Wells is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Morrison, IL, with 17 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
301 E Main St, Morrison, IL, 61270
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2024Customer Dispute
July 2023Customer Dispute
May 2023Other Business ActivitiesSells Insurance
Nathan manages and oversees Bulldog ATM, providing ATMs to bars and restaurants, and is also an investment advisor with Wells Financial Services, selling insurance, securities, and investment products, taking nearly full-time. Additionally, Nathan is an independent insurance agent selling fixed insurance, dedicating nearly full-time, and is involved in other businesses including a bar and gaming establishment, commercial real estate, a non-profit organization, and an axe throwing entertainment facility and bar.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Ing Financial Partners, INC.Broker
State Registrations26 states
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