Unclaimed
Nathan Self is a financial advisor with over 6 years of experience in the financial services industry. Nathan is currently registered with TLG Advisors, Inc. and is actively licensed in Iowa. Nathan's previous experience includes roles with Voya Financial Partners, LLC, Voya Financial Advisors, Inc. and Directed Services LLC. Nathan is dedicated to providing clients with personalized financial advice and guidance.
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.
Placement of institutional funds
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
CO
01/03/2024 - Present
TLG Advisors, Inc. (LITTLETON CO)
IA
08/13/2019 - 04/26/2022
VOYA FINANCIAL PARTNERS, LLC (DES MOINES IA)
IA
04/05/2018 - 07/19/2019
VOYA FINANCIAL ADVISORS, INC. (DES MOINES IA)
IA
05/22/2017 - 03/29/2018
DIRECTED SERVICES LLC (DES MOINES IA)
BOTH
Issued 02/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/22/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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