Unclaimed
Nathan Alexander Ward is an investment advisor representative registered with Acropolis Investment Management, LLC. Nathan Alexander Ward is based out of the firm's St. Louis, MO office and has been registered in the state of Missouri since September 28, 2022. Acropolis Investment Management, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm manages over $1.9 billion in assets for clients. Nathan Alexander Ward specializes in working with high-net-worth individuals, charitable organizations, and pension plans. Nathan Alexander Ward's practice focuses on providing financial planning, portfolio management, and pension consulting services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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MO
09/28/2022 - Present
Acropolis Investment Management, LLC (ST. LOUIS MO)
IA
Issued 09/28/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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