Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan John Robertstad is a financial advisor registered with Robert W. Baird & Co. Inc. Nathan's career in the financial services industry began in January 2013. Nathan is licensed to provide investment advice and products in Wisconsin. Nathan previously worked at J.P. Morgan Securities LLC and Chase Investment Services Corp. Nathan specializes in providing investment advisory services, including portfolio management for individuals, businesses, and pooled investment vehicles. Nathan is also knowledgeable in financial planning, pension consulting, and providing educational seminars.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
WI
09/30/2016 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
WI
10/01/2012 - 01/11/2013
J.P. MORGAN SECURITIES LLC (DELAFIELD WI)
WI
05/15/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DELAFIELD WI)
BC
Issued 05/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2016
Series 99 - Operations Professional Examination
BC
Issued 05/14/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Nathan Robertstad is the right advisor for you? Invested Better is here to help.
