Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan James Barger is an investment advisor representative associated with AE Wealth Management, LLC. Nathan has been in the financial industry for more than 8 years. Nathan has passed both the Series 6 and Series 65 exams and holds registrations in Indiana and Texas. Nathan specializes in providing financial planning services, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and portfolio management for individuals. Nathan's office is located at 9726 Saint Joseph St, Leo, IN 46765.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IN
11/16/2023 - Present
AE Wealth Management, LLC (Leo IN)
MI
05/30/2018 - 01/17/2020
CORECAP INVESTMENTS, INC. (SOUTHFIELD MI)
IN
06/09/2016 - 05/14/2018
LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)
BC
Issued 06/25/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/18/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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