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Nathan Geraci

THE ETF Store, Inc.

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About Nathan Geraci

Nathan Geraci is an investment advisor representative with The ETF Store, Inc. He holds a Series 65 and Series 7 license. Nathan Geraci has been in the industry since November 2008 and has been registered with The ETF Store, Inc. since then. Nathan Geraci is registered in 6 states including California, Illinois, Kansas, Louisiana, Missouri and Texas. Nathan Geraci offers investment advisory services, financial planning, and pension consulting to individuals, businesses, and pension and profit-sharing plans. Nathan Geraci is also involved in non-investment related businesses, including ETF Store Financial Services LLC, The ETF Institute Inc. and OTR Media LLC.

Firm Information

Nathan Geraci is currently registered with THE ETF Store, Inc.. THE ETF Store, Inc. is an investment advisor registered with the SEC and located in OVERLAND PARK, KS. The firm manages approximately $159,405,069 in assets for clients that include individuals, high-net-worth individuals, corporations, pension plans, and other businesses. The firm's advisory services include financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
THE ETF Store, Inc.

7300 WEST 110TH STREET

OVERLAND PARK, KS 66210

$159.41M

Assets Under Management

Not reported

Total Clients

7

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Nathan Geraci’s Registration & Firm History

KS

03/14/2012 - Present

THE ETF Store, Inc. (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 09/23/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/22/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nathan Geraci.
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