Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Mortenson is a financial professional with over 20 years of experience in the industry. Nathan is currently registered with American Enterprise Investment Services Inc. in Minnesota. Nathan previously held positions with THE LEADERS GROUP, INC., VOYA AMERICA EQUITIES, INC., COUNTRY CAPITAL MANAGEMENT COMPANY, AMERIPRISE FINANCIAL SERVICES, INC., and IDS LIFE INSURANCE COMPANY.
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.
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.
1
2
MN
07/08/2024 - Present
American Enterprise Investment Services Inc. (Minneapolis MN)
CO
06/23/2022 - 07/19/2024
THE LEADERS GROUP, INC. (LITTLETON CO)
MN
03/24/2015 - 02/07/2019
VOYA AMERICA EQUITIES, INC. (MINNEAPOLIS MN)
MN
10/23/2013 - 12/15/2014
COUNTRY CAPITAL MANAGEMENT COMPANY (PLYMOUTH MN)
MN
09/05/2001 - 08/02/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/24/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Nathan Mortenson is the right advisor for you? Invested Better is here to help.
