Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Richter is a financial advisor with over 20 years of experience in the industry. Nathan has a Series 6, 7, 24, 26, 63 and 65 licenses, and is a Certified Financial Planner. Nathan is registered with Strategic Wealth Group, and is also registered as an Investment Advisor Representative (IAR) for Strategic Wealth Group Registered Investment Advisors, LLC. Prior to joining Strategic Wealth Group, Nathan was a registered representative with New England Securities, Signator Investors, Inc., and Woodbury Financial Services, Inc. Nathan has a diverse background in financial services, and is committed to providing personalized advice to help his clients achieve their financial goals.
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.
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.
Referral fees
1
2
MN
12/16/2020 - Present
Strategic Wealth Group (Plymouth MN)
MN
08/29/2011 - 11/17/2014
NEW ENGLAND SECURITIES (MINNEAPOLIS MN)
MA
04/08/2005 - 04/06/2006
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
05/21/2002 - 03/30/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
MN
08/24/1998 - 06/19/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BC
Issued 09/13/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/2002
Series 24 - General Securities Principal Examination
BC
Issued 11/24/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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