Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Windschitl is an Investment Advisor Representative at Osaic Wealth, Inc. in New Ulm, Minnesota. Nathan has been in the industry since 2000. Prior to joining Osaic Wealth, Inc., Nathan worked at Woodbury Financial Services, Inc. and The O.N. Equity Sales Company. Nathan specializes in financial planning, pension consulting and portfolio management for both individuals and businesses. Nathan holds a Series 6, 7, and 63 licenses.
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.
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
MN
01/19/2024 - Present
Osaic Wealth, Inc. (NEW ULM MN)
MN
02/20/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (NEW ULM MN)
MN
06/21/2012 - 02/28/2018
THE O.N. EQUITY SALES COMPANY (EAGAN MN)
MN
10/17/2002 - 11/21/2011
THE O.N. EQUITY SALES COMPANY (EAGAN MN)
MN
02/23/2000 - 10/16/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BC
Issued 03/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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