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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Brett Goertzen is a financial advisor currently registered with Cetera Investment Advisers LLC and is a registered investment advisor with Cetera Investment Advisers LLC in Kansas and Texas. Nathan Brett Goertzen has been in the industry for 2 years and 11 months and holds a Series 66, Series 7 and SIE. Nathan Brett Goertzen is experienced in working with high-net-worth individuals, pension and profit sharing plans, corporations and other businesses, charitable organizations, individuals other than high-net-worth, and state or municipal government entities. Nathan Brett Goertzen was formerly registered with Securian Financial Services, Inc..
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.
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
KS
08/10/2023 - Present
Cetera Investment Advisers LLC (OVERLAND PARK KS)
KS
01/21/2021 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Overland Park KS)
BOTH
Issued 5/3/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 8/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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