NK
CFP
NK
CFP

Nathan Kaiser

6 Years of Experience
Fargo, ND
BrokerSells Insurance

Nathan Kaiser is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Fargo, ND, with 6 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 Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5086 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3186 Sienna Dr. S, Fargo, ND, 58104

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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 owns a simple rental property since 2020, dedicating minimal time to it. He is also an insurance broker for Red River Financial since 2024, selling life, disability, long-term care, and fixed annuities, which takes minimal time.

Employment History
Current Registrations
MML Investors Services, LLC
October 2020 - Present · 6 yrs
MML Investors Services, LLCBroker
January 2020 - Present · 6 yrs 9 mos
State Registrations1 state
ND
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.
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