Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathanael? Claim Your ProfileNathanael Koch is an investment advisor representative with Causey Wealth LLC. Nathanael is registered with the state of Colorado. Nathanael has a broad background in the industry, having previously been employed by Pacific West Securities, Inc. and Sentra Securities Corporation.
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.
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.
A percentage of the total value of assets under management is charged.
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CO
07/03/2024 - Present
Causey Wealth LLC (GREENWOOD VILLAGE CO)
CO
01/16/2003 - 06/04/2007
PACIFIC WEST SECURITIES, INC. (ENGLEWOOD CO)
AZ
03/04/1999 - 12/31/2002
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
IA
Issued 01/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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