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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Birkholz is an investment advisor representative registered with Dew Wealth Management in Scottsdale, AZ. Nathaniel Birkholz is also registered as an Investment Advisor Representative in Texas. Nathaniel Birkholz has been in the industry for more than six years. Previously, Nathaniel Birkholz was registered with Concorde Investment Services, LLC. Nathaniel Birkholz holds the Series 66, Series 65, Series 7 and SIE licenses. Nathaniel Birkholz specializes in providing financial planning, portfolio management, and pension consulting services to individuals and charitable organizations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Percentage retirement plan assets under advisement
1
2
AZ
01/25/2022 - Present
DEW Wealth Management (SCOTTSDALE AZ)
MN
05/17/2016 - 12/02/2016
CONCORDE INVESTMENT SERVICES, LLC (Mankato MN)
IA
Issued 01/11/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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