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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Amtmann is a financial advisor with LPL Financial LLC, a leading independent broker-dealer and registered investment advisor. Nathan's career in the financial services industry spans over two decades, beginning in 2003. Nathan holds the Series 6, 63, and SIE licenses, and his areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting. Prior to joining LPL Financial LLC, Nathan was associated with SII INVESTMENTS, INC., and PACKERLAND BROKERAGE SERVICES, INC.. Currently, Nathan is licensed to practice in Florida, Georgia, and Wisconsin.
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
WI
02/14/2018 - Present
LPL Financial LLC (DE PERE WI)
WI
03/14/2013 - 02/14/2018
SII INVESTMENTS, INC. (GREEN BAY WI)
WI
05/12/2003 - 03/14/2013
PACKERLAND BROKERAGE SERVICES, INC. (KAUKAUNA WI)
BC
Issued 05/08/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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