Nathan Levin
Nathan Levin is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Lake Zurich, IL, with 9 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
Firm Size
IM Fee
Assets Under Management
Location
765 Ela Rd Ste 312, Lake Zurich, IL, 60047
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nathan is the treasurer for the Manors of Highland Park Condo Association Board, dedicating minimal time to this role. He also works full-time as a registered admin for Traverse Financial Solutions, focusing on client financial planning and investment recommendations.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations1 state
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