Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Straessle is a financial advisor registered with Calton & Associates, Inc. based in Lawrenceburg, Indiana. He has been in the financial services industry since 2008. His specializations include investments, insurance, retirement planning, and estate planning. Nathan is also a licensed insurance agent in Indiana, Kentucky, and Ohio. He is dedicated to providing personalized financial advice and helping 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IN
06/28/2023 - Present
Calton & Associates, Inc. (Lawrenceburg IN)
IN
01/23/2017 - 07/21/2023
DOMINION INVESTOR SERVICES, INC. (LAWRENCEBURG IN)
IN
01/02/2014 - 12/31/2016
SIGMA FINANCIAL CORPORATION (LAWRENCEBURG IN)
IN
11/14/2011 - 12/31/2013
SIGNATOR FINANCIAL SERVICES, INC. (LAWRENCEBURG IN)
IN
10/22/2008 - 11/03/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FORT WAYNE IN)
BC
Issued 04/07/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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