Nathan Smith is a ChFC-designated registered investment advisor, based in Lake Zurich, IL. Nathan is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Lake Zurich, IL
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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.
Learn about disclosures →Employment History
Current Registrations
State Farm Vp Management CORP.
May 2026 - Present · 5 mos
State Farm Vp Management CORP.Broker
May 2026 - Present · 5 mos
State Farm Investment Management CORP.
March 2026 - Present · 7 mos
State Registrations2 states
ILWI
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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