Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Dutzmann is a financial advisor and investment advisor representative with Round Table Investment Strategies, LLC and Torren Management, LLC. He is registered with the state of Colorado as an Investment Advisor Representative. Nathan has a Series 7TO, Series 65 and SIE license and has over 10 years of experience in the industry. Nathan focuses on providing financial planning, portfolio management for individuals and retirement plan services to individuals and families. He is also affiliated with DFA Securities LLC and Aspen Partners, LLC.
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.
Personalized portfolio management to meet individual financial objectives.
Retirement plan 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.
A percentage of the total value of assets under management is charged.
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CO
01/27/2025 - Present
Round Table Investment Strategies, LLC (CENTENNIAL CO)
TX
07/22/2020 - 01/28/2021
DFA SECURITIES LLC (AUSTIN TX)
IA
Issued 08/28/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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