NE
NE

Nathan Elser

3 Years of Experience
Las Vegas, NV
2 DisclosuresBrokerSells Insurance

Nathan Elser is a registered investment advisor at Transamerica Financial Advisors, LLC, based in Las Vegas, NV, with 3 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42,440 clients with $1.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1071 advisors
Number of Clients
42,440 clients
Average Client Portfolio
$41K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$10
Investment management only (planning not offered)
Minimum Annual Fee:$35

Transamerica Financial Advisors (TFA) offers several investment management programs, including:

  • Third-Party Money Management Programs: TFA Advisors can connect you with third-party money managers (TPMMs) who manage model portfolios. Fees are specific to the TPMM you select.
  • Transamerica® ONE Wealth Management Platform: This is a wrap fee program with a single fee for services. The total annual program fee does not exceed 2.0%.
  • Transamerica® ALPHA Digital Investment Program: This program uses Betterment's platform. The total annual advisory fee ranges from 0.65% to 0.95%.
  • TFA365 Advisory Program: This is a wrap fee program. The total annual program fee does not exceed 2.75%. A minimum annual account fee applies to accounts that fall below the program account minimum. For the Strategist Program and the Unified Managed Account Program, the minimum annual account fee is $35 (account minimum: $25,000). For the Separately Managed Account Program, the minimum annual account fee is $150 (account minimum: $100,000).
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Location

8875 W. Flamingo Rd., Suite 200, Las Vegas, NV, 89147

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History

Regulatory History (2)
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Criminal
June 2014
Final Disposition
Criminal
May 2008
Final Disposition
Other Business ActivitiesSells Insurance

Nathan sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors, Inc. He is also involved in real estate sales as a realtor and owner/broker, dedicating about 10-20% of his time to helping clients buy and sell real estate.

Employment History
Current Registrations
Transamerica Financial Advisors, LLC
November 2023 - Present · 2 yrs 6 mos
Transamerica Financial Advisors, LLCBroker
November 2022 - Present · 3 yrs 6 mos
State Registrations2 states
CANV
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.