Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Keller is a financial advisor with LPL Financial LLC. Nathan has been a registered representative for over 20 years and holds the Series 6, 7, 24, 63, and 65 licenses. Nathan has experience in financial planning, investment management, and retirement planning. Nathan has worked with a variety of clients, including individuals, families, and businesses. Nathan is committed to providing personalized financial advice to help his clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
10/18/2006 - Present
LPL Financial LLC (WISCONSIN DELLS WI)
WI
02/02/2005 - 10/02/2006
ASSOCIATED INVESTMENT SERVICES, INC. (REEDSBURG WI)
MN
08/07/2002 - 02/02/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
01/09/2000 - 03/17/2000
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NY
11/25/1998 - 11/10/1999
AXA ADVISORS, LLC (NEW YORK NY)
NY
11/25/1998 - 11/10/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 04/21/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/06/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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