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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 Farmer is a financial advisor with over 15 years of experience in the industry. Nathan is currently registered with Creative Planning in Omaha, NE and Overland Park, KS. Before joining Creative Planning, Nathan worked at Morgan Stanley in Omaha, NE. Nathan holds FINRA Series 7, 63, and 65 licenses, as well as the SIE exam. He is a Certified Financial Planner and a Personal Financial Specialist. Nathan specializes in working with high-net-worth individuals, families, businesses, and charitable organizations. Nathan focuses on providing financial planning, portfolio management, and retirement planning services.
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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NE
02/11/2019 - Present
Creative Planning (OMAHA NE)
NE
06/01/2009 - 02/13/2015
MORGAN STANLEY (OMAHA NE)
NE
01/05/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (OMAHA NE)
NE
09/05/2003 - 01/16/2007
QA3 FINANCIAL CORP. (OMAHA NE)
AZ
07/31/2003 - 08/27/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 03/12/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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