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Nathan Dinsmore

3 Years of Experience
Tulsa, OK
Broker

Nathan Dinsmore is a registered investment advisor at Cetera Investment Advisers LLC, based in Tulsa, OK, with 3 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1350 S Boulder Ave Ste 300, Tulsa, OK, 74119

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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 Activities

Nathan works as a Client Service Representative for Summit Financial Group, a financial services firm, since April 2023. This takes about a full-time commitment, with most of the hours during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2024 - Present · 2 yrs
Cetera Wealth Services, LLCBroker
April 2023 - Present · 3 yrs 3 mos
Previous Registrations
Metlife Investors Distribution CompanyBroker
November 2020 - May 2021 · 6 mos
State Registrations51 states
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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.
Nathan Dinsmore - Financial Advisor | TrueAdvisor