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Nathan Leroy Bosek

Farther

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About Nathan Leroy Bosek

Nathan Leroy Bosek is a financial advisor with Farther. Nathan has been in the financial industry since 2011. Nathan has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Nathan holds the Series 7, Series 66, and SIE licenses. Nathan specializes in financial planning, portfolio management, and pension consulting. Nathan is also a Certified Financial Planner.

Firm Information

Nathan Bosek is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nathan Bosek’s Registration & Firm History

MN

05/16/2024 - Present

Farther (Sartell MN)

MN

04/07/2014 - 06/19/2017

RAYMOND JAMES FINANCIAL SERVICES, INC. (SAINT CLOUD MN)

MN

04/11/2013 - 04/17/2014

WELLS FARGO ADVISORS, LLC (SAINT CLOUD MN)

MN

08/23/2012 - 03/28/2013

BANCWEST INVESTMENT SERVICES, INC. (FERGUS FALLS MN)

MN

02/11/2011 - 07/31/2012

EDWARD JONES (ST JOSEPH MN)

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Licenses & Designations

BOTH

Issued 02/24/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/19/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nathan Leroy Bosek.
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