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Nathan Michael Schultz

THE Huntington Investment Co.

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About Nathan Michael Schultz

Nathan Schultz is a financial advisor with over 18 years of experience in the financial services industry. Nathan is registered with The Huntington Investment Co. in Medina, Ohio. Nathan is also registered with several other states including Alabama, Florida, Georgia, Kentucky, North Carolina, Ohio, Pennsylvania, South Carolina and Virginia. Previously, Nathan worked for SA Stone Wealth Management Inc. and WRP INVESTMENTS, INC. Nathan holds the Series 7, Series 66 and SIE licenses. Nathan specializes in working with high-net-worth individuals, businesses and charitable organizations.

Firm Information

Nathan Schultz is currently registered with THE Huntington Investment Co.. THE Huntington Investment Co. is a Corporation headquartered in COLUMBUS, OH. It is a registered investment advisor with the SEC and in 53 states. They have approximately 5196750113 in regulatory assets under management. THE Huntington Investment Co. provides financial planning, portfolio management for businesses, portfolio management for individuals, and selection of other advisors. They have a total of 32956 accounts, all of which are discretionary.
THE Huntington Investment Co.

41 S. HIGH STREET

COLUMBUS, OH 43215

$5.20B

Assets Under Management

Not reported

Total Clients

863

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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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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percentage of assets

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

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Nathan Schultz’s Registration & Firm History

OH

02/17/2023 - Present

THE Huntington Investment Co. (Medina OH)

OH

09/12/2014 - 02/16/2023

SA STONE WEALTH MANAGEMENT INC. (BATH OH)

OH

05/12/2009 - 09/12/2014

WRP INVESTMENTS, INC. (RICHFIELD OH)

OH

02/09/2005 - 05/07/2009

AMERIPRISE FINANCIAL SERVICES, INC. (COLUMBUS OH)

MN

02/09/2005 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 12/27/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/03/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nathan Michael Schultz.
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