ND
CFP
ND
CFP
Nathan Donselaar
15 Years of Experience
Pella, IA
1 DisclosureBroker
Nathan Donselaar is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Pella, IA, with 15 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
800 Main St, Pella, IA, 50219
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Regulatory History (1)
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Customer Dispute
June 2013Settled
Other Business Activities
Nathan works as a financial advisor for Main Street Advisory Group, dedicating about a quarter of his time. He also works for Marion County Bank, spending minimal time there.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2023 - Present · 3 yrs 5 mos
Raymond James Financial Services, INC.Broker
February 2023 - Present · 3 yrs 5 mos
Previous Registrations
Eagle Strategies LLC
April 2013 - February 2023 · 9 yrs 10 mos
Nylife Securities LLCBroker
July 2010 - February 2023 · 12 yrs 7 mos
State Registrations24 states
AZCACOFLGAIAILKSMAMIMNMONCNENJNYOHOKPASDTNTXWAWI
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.