Unclaimed
Nathan McClanahan is a financial advisor with Wealth Enhancement Advisory Services, LLC. Nathan has been in the industry since 2004. Nathan holds the Series 7, Series 55, Series 63, Series 66, and SIE licenses. Nathan also has the Certified Financial Planner designation. Nathan is registered to provide investment advice in 36 states, including Minnesota, California, and Texas. Wealth Enhancement Advisory Services, LLC provides investment advice to individuals, high-net-worth individuals, businesses, and charitable organizations. The firm has approximately $72 Billion in regulatory assets under management.
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
02/06/2018 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MN
05/27/2011 - 03/27/2012
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
02/07/2008 - 05/14/2010
METLIFE SECURITIES INC. (BLOOMINGTON MN)
MN
10/12/2004 - 02/13/2008
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
BOTH
Issued 02/02/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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