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Nathan Alan Brown is a financial advisor in Kalamazoo, Michigan. Nathan is registered with Ameriprise Financial Services, LLC and has been in the industry since March 2015. Nathan is a Series 7 and Series 66 licensed professional. Nathan has experience serving high-net-worth individuals, corporations, trusts, estates, insurance companies, pension plans, and charitable organizations. Nathan offers a variety of financial services, including asset allocation, financial planning, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals. Nathan is a former member of the Michigan Air National Guard.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MI
07/12/2024 - Present
Ameriprise Financial Services, LLC (KALAMAZOO MI)
MI
03/03/2015 - 07/16/2024
EDWARD JONES (STURGIS MI)
BOTH
Issued 03/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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