Nathan Littrell
Nathan Littrell is a CFP-designated registered investment advisor at Harbour Investments, INC., based in Lake Mills, WI, with 11 years of industry experience. Nathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 30,309 clients with $9.6B 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% |
Maximum management fee is 2.0% of assets under management. Fees are negotiated between the client and representative. Third-party manager programs range from 0.25% to 2.50% total annual fees.
Fee Estimator
Location
116 E Lake St, Lake Mills, WI, 53551
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Regulatory History (1)
Regulatory
October 2020Other Business ActivitiesSells Insurance
Nathan is an independent insurance agent and owner/operator of Littrell Financial, which may include equity indexed annuities. He also owns FOURMORE LLC, is a member of the Lake Mills Fire Department, and works as an attorney representing indigent defendants, dedicating about 10-20% of his time to this.
Employment History
Current Registrations
Harbour Investments, INC.Broker
Harbour Investments, INC.
Previous Registrations
Securian Financial Services, INC.Broker
Securian Financial Services, INC.
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
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
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