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Nathan F. Kohlhoff is a financial advisor at LPL Financial LLC located in St Simons Island, GA. Nathan has been in the industry since October 25, 2017. Nathan holds the Series 66, Series 7, and SIE licenses. He also holds registrations in Florida, Georgia, Maryland, and South Carolina. Nathan's experience includes previous roles at Northwestern Mutual Investment Services, LLC and Professional Financial Translations, LLC. Nathan specializes in working with individuals, corporations, and charitable organizations.
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.
1
2
GA
06/15/2020 - Present
LPL Financial LLC (ST SIMONS ISLAND GA)
GA
07/13/2017 - 02/27/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ST SIMONS IS GA)
BOTH
Issued 10/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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