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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 Cowen is an investment advisor representative with Wealth Enhancement Advisory Services, LLC, a firm with offices in Plymouth, MN and Brookfield, WI. Nathan holds Series 6, 7, 31, 63, 65 and 66 licenses. Nathan has over 25 years of experience in the financial services industry.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
01/02/2021 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
FL
01/09/1997 - 09/16/2011
CHARLES SCHWAB & CO., INC. (STUART FL)
NY
04/03/1996 - 11/26/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MI
12/07/1995 - 03/21/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
MN
09/21/1993 - 12/11/1995
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 01/03/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/06/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/29/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 09/06/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/20/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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