NO
CFP
NO
CFP

Nathan Ollish

11 Years of Experience
Cuyahoga Falls, OH
BrokerSells Insurance

Nathan Ollish is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Cuyahoga Falls, OH, with 11 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

2006 4th St, Cuyahoga Falls, OH, 44221

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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 sells fixed insurance products including life, annuities, and long-term care, and is a representative for Impel Wealth Management, spending full-time on these activities. He also serves as an officer on the board of The Well Community Development Corp and executor of his parents' estate, dedicating minimal time to each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
Cetera Advisors LLC
June 2018 - March 2024 · 5 yrs 9 mos
Raymond James Financial Services Advisors, INC
March 2018 - June 2018 · 3 mos
Raymond James Financial Services, INC.Broker
February 2015 - June 2018 · 3 yrs 4 mos
State Registrations21 states
AKARAZCACOFLIAILKYMDMONCNMNVOHPASCTNTXVAWA
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.