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Nathan Harris Kalvik

Directed Services LLC

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About Nathan Harris Kalvik

Nathan Kalvik is a financial advisor registered with Directed Services LLC. Nathan has been in the industry since November 9, 1998. Nathan is a licensed securities principal. Nathan has a Series 7, Series 24, Series 51, and Series 63 licenses. Nathan is also registered with the following states: Iowa, California, Nevada, Delaware, and Pennsylvania. Nathan's prior registrations include ING Financial Partners, Inc., Locust Street Securities, Inc., and TD Waterhouse Investor Services, Inc.

Firm Information

Nathan Kalvik is currently registered with Directed Services LLC. Directed Services LLC is a Limited Liability Company formed in December 2006. The firm is registered in California, Delaware, Iowa, Nevada, and Pennsylvania. They are also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

36

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.

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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Nathan Kalvik’s Registration & Firm History

IA

03/09/2007 - Present

Directed Services LLC (DES MOINES IA)

CT

05/20/2011 - 03/08/2013

ING FINANCIAL ADVISERS, LLC (WINDSOR CT)

IA

01/01/2004 - 03/02/2007

ING FINANCIAL PARTNERS, INC. (DES MOINES IA)

IA

12/18/2003 - 01/01/2004

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

MO

11/14/2003 - 12/17/2003

SCOTTRADE, INC. (ST. LOUIS MO)

IA

01/02/2003 - 11/17/2003

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

IA

08/17/2000 - 12/31/2002

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

NE

10/22/1998 - 08/04/2000

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

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Licenses & Designations

BC

Issued 10/29/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/26/2004

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 12/18/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nathan Harris Kalvik.
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