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Nathan Michael Gehl

Charles Schwab & CO., Inc.

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About Nathan Michael Gehl

Nathan Gehl is a registered investment advisor representative with Charles Schwab & CO., Inc. Nathan has been in the securities industry for over 2 years. Nathan is registered with the state of Iowa. Nathan is also licensed as a General Securities Representative and has passed the Securities Industry Essentials Examination. Nathan holds licenses for Series 63, Series 66, and Series 7TO. Nathan is also registered with the Financial Industry Regulatory Authority (FINRA). Nathan is a financial planning advisor and offers services such as wrap fee programs and selection of other advisers. Nathan also works part-time as a barista at Starbucks Corporation in Davenport, Iowa. Nathan is committed to providing excellent service to clients and helping them achieve their financial goals.

Firm Information

Nathan Gehl is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Nathan Gehl’s Registration & Firm History

IA

07/15/2024 - Present

Charles Schwab & CO., Inc. (Davenport IA)

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Licenses & Designations

BOTH

Issued 07/13/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/29/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/13/2023

Series 7TO - General Securities Representative Examination

BC

Issued 02/27/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Nathan Michael Gehl.
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