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Nathan Paul Billigmeier

Towerpoint Wealth, LLC

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About Nathan Paul Billigmeier

Nathan Billigmeier is a financial advisor with Towerpoint Wealth, LLC. Nathan's primary office is located in Sacramento, California. Nathan has been in the financial industry for more than 10 years. Nathan offers a variety of financial services, including portfolio management, financial planning, and selection of other advisors. Nathan is a registered representative and investment advisor representative in the state of California. Nathan is also licensed to offer investment advice in other states. Nathan has a Series 66 license, which allows him to offer both securities and investment advisory services. Nathan also holds the Series 7 and SIE licenses. Nathan's current firm, Towerpoint Wealth, LLC, is based in Sacramento, California and specializes in providing financial advice to individuals and businesses. The firm is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Nathan has worked for several financial firms throughout his career, including Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, and Purshe Kaplan Sterling Investments.

Firm Information

Nathan Billigmeier is currently registered with Towerpoint Wealth, LLC. Towerpoint Wealth, LLC is a financial advisory firm located in Sacramento, CA. They manage over $418 million in assets for individuals, high-net-worth individuals, businesses, and pension plans. They offer a variety of financial planning and portfolio management services.
Towerpoint Wealth, LLC

500 CAPITOL MALL

SACRAMENTO, CA 95814

$418.96M

Assets Under Management

3

Total Clients

4

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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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 Billigmeier’s Registration & Firm History

CA

10/09/2018 - Present

Towerpoint Wealth, LLC (SACRAMENTO CA)

CA

01/07/2019 - 07/01/2021

PURSHE KAPLAN STERLING INVESTMENTS (Sacramento CA)

CA

02/28/2013 - 06/08/2017

WELLS FARGO CLEARING SERVICES, LLC (SACRAMENTO CA)

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Licenses & Designations

BOTH

Issued 06/27/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/08/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/26/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nathan Paul Billigmeier.
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