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. Their practice areas include Investment Management, Retirement Planning. Their firm serves 22,917 clients with $7.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harbour Investments offers investment management through wrap-fee programs where fees are calculated as a percentage of the value of your portfolio, up to a maximum of 2.0%. The specific fee is negotiated with your advisor and subject to Harbour's approval. Fees may be waived for periods after a commission is generated. Accounts under $25,000 may have higher service fees. Harbour also offers a directly-managed held-away program where fees are assessed and billed quarterly.
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.
Securian Financial Services, INC.Broker
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.