Nathaniel Workentine
Nathaniel Workentine is a registered investment advisor at Eagle Strategies LLC, based in Lincoln, NE, with 12 years of industry experience. Nathaniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
1221 N Street, Suite 800, Lincoln, NE, 68508
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Regulatory History (1)
Financial
December 2016Other Business ActivitiesSells Insurance
Nathaniel is an insurance broker appointed with outside carriers and operates under the DBA name of Tandem Financial Team LLC to sell New York Life products and broker non-registered insurance products. He also serves as an officer for St. Mark Lutheran School Parent Teacher Organization and is the School Board President for St. Mark Lutheran School.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations9 states
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.