Unclaimed
Nathan Edward Stancek is a financial advisor with over 20 years of experience in the financial services industry. Nathan is currently registered with LPL Financial LLC and Wealth Enhancement Advisory Services, LLC. Nathan specializes in providing financial planning, portfolio management, and investment advisory services to individuals and families, businesses, and institutions. Nathan has a wide range of experience in working with clients across various investment needs, including retirement planning, college savings, and estate planning. Nathan is committed to providing personalized financial advice and guidance to help 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
12/22/2023 - Present
LPL Financial LLC (EDEN PRAIRIE MN)
MN
12/17/2001 - 02/14/2018
SII INVESTMENTS, INC. (EDEN PRAIRIE MN)
BOTH
Issued 03/18/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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