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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Michael Rolek is a financial advisor with Ameriprise Financial Services, LLC. He has been in the financial services industry since October 2011 and has a series of licenses and certifications, including Series 63, 65, 7, and 24. Before joining Ameriprise, Nathan worked at Equitable Advisors, LLC, and TD Ameritrade, Inc. He has a strong background in providing financial planning, asset allocation services, and portfolio management services to individuals, businesses, and institutions. Nathan also serves on the boards of directors for two non-investment related organizations.
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.
Asset allocation services
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
03/15/2021 - Present
Ameriprise Financial Services, LLC (EDINA MN)
MN
09/12/2017 - 03/17/2021
EQUITABLE ADVISORS, LLC (MINNEAPOLIS MN)
MN
04/20/2017 - 08/31/2017
TD AMERITRADE, INC. (EDINA MN)
MN
09/23/2011 - 04/06/2017
AXA ADVISORS, LLC (MINNEAPOLIS MN)
IA
Issued 03/26/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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