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Nathan Loren Enzian

Osaic Wealth, Inc.

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About Nathan Loren Enzian

Nathan Enzian is an Investment Advisor Representative with over 10 years of experience in the financial services industry. Nathan is currently registered with Osaic Wealth, Inc. and Arbor Point Advisors. He holds the Series 66, Series 7 and SIE licenses and specializes in providing financial planning, portfolio management and educational seminars. Nathan has a deep understanding of the financial markets and is committed to helping his clients achieve their financial goals. Nathan's experience in insurance may be helpful to clients looking to explore that area as well.

Firm Information

Nathan Enzian is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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 Enzian’s Registration & Firm History

WA

06/14/2024 - Present

Osaic Wealth, Inc. (VASHON ISLAND WA)

WA

11/06/2020 - 06/14/2024

SECURITIES AMERICA, INC. (VASHON ISLAND WA)

WA

03/13/2014 - 11/06/2020

KMS FINANCIAL SERVICES, INC. (VASHON ISLAND WA)

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Licenses & Designations

BOTH

Issued 06/03/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Nathan Loren Enzian. Review regulatory record here.
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