linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Nathan Fredrick

Riverwater Partners LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Nathan? Claim Your Profile

About Nathan Fredrick

Nathan Fredrick is an Investment Advisor Representative at Riverwater Partners LLC, based in Milwaukee, Wisconsin. Nathan Fredrick has been working in the industry since February 2012 and has a Series 65 license. Nathan Fredrick specializes in providing financial planning and portfolio management services to individuals, businesses, and other investment advisors. Nathan Fredrick is committed to helping clients achieve their financial goals through a personalized and comprehensive approach.

Firm Information

Nathan Fredrick is currently registered with Riverwater Partners LLC. Riverwater Partners LLC is an investment advisor based in Milwaukee, WI, with a focus on providing financial planning and portfolio management services to individuals, corporations, charitable organizations, and pension plans. They have over $871 million in assets under management and specialize in serving high-net-worth individuals and institutional clients. The firm offers a wide range of services including portfolio management, investment management, and financial planning. Riverwater Partners LLC prides itself on its personalized approach to client relationships and its commitment to providing comprehensive financial advice.
Riverwater Partners LLC

1433 N. WATER STREET

MILWAUKEE, WI 53202

$871.74M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Nathan Fredrick’s Registration & Firm History

WI

09/17/2018 - Present

Riverwater Partners LLC (MILWAUKEE WI)

Not sure if Nathan Fredrick is right for you?

Licenses & Designations

IA

Issued 08/27/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nathan Fredrick.
Not sure if Nathan Fredrick is right for you?