Unclaimed
Nathan Henke is a financial professional with experience in the industry since 2015. Nathan holds Series 3, 7, 34 and SIE licenses and is registered with Charles Schwab & CO., Inc. in Omaha, NE. Prior to that, Nathan was with TD Ameritrade, INC. in Omaha, NE.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NE
01/26/2023 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
02/11/2015 - 12/31/2023
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 02/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2019
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2016
Series 3 - National Commodity Futures Examination
BC
Issued 02/11/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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