Nathan Bosek is a CFP-designated registered investment advisor at Farther, based in Sartell, MN, with 15 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 14,965 clients with $16B 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% |
Fees range from negotiable up to 2.00% depending on account complexity, asset amount, and independent managers utilized.
Fee Estimator
Location
2107 Troop Dr., Suite 104, Sartell, MN, 56377
Get directionsHistory
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 sells life and health insurance, though it is investment-related and takes minimal time.
Employment History
Current Registrations
Farther
Previous Registrations
Edge Financial Advisors, LLC
Alpha Cubed Investments, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations1 state
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
More Advisors
- Robin Schaa, CFPDakota Wealth, LLC
- Jacqueline Ampe, CFPWealth Enhancement Advisory Services, LLC
- Nicholas Kvamme, CFPWealth Enhancement Advisory Services, LLC
- Kurt Durrwachter, CFPDakota Wealth, LLC
- Kenneth Smith, CFPWealth Enhancement Advisory Services, LLC
- Gina Bartell, CFPDakota Wealth, LLC