Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Rewerts is a financial advisor with IPI Wealth Management, Inc., a firm headquartered in Decatur, IL. Nathan has been in the financial industry since August 1997 and has a strong record of success in helping clients achieve their financial goals. Nathan holds Series 3, 6, 7, 24, 63 and 65 licenses, and is registered to provide advisory services in Arizona, Colorado, Kansas, Maryland, Minnesota, Oklahoma, and Virginia.
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.
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
IL
05/05/2006 - Present
IPI Wealth Management, Inc. (DECATUR IL)
KS
01/07/2002 - 04/07/2006
THE O.N. EQUITY SALES COMPANY (TOPEKA KS)
MN
08/04/1997 - 01/30/2002
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 11/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2011
Series 3 - National Commodity Futures Examination
BC
Issued 09/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/02/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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