Unclaimed
Nathaniel Carver Schlotthauer is a financial advisor in Slinger, WI and has been in the industry since November 14, 2003. Nathaniel currently works for Cetera Investment Advisers LLC, which has an office in Slinger, WI. Nathaniel also has previous experience working with VOYA FINANCIAL ADVISORS, INC., FINANCIAL NETWORK INVESTMENT CORPORATION, and AXA ADVISORS, LLC. Nathaniel is a registered investment advisor in Texas and Wisconsin. Nathaniel has passed the Series 66, SIE, and Series 7 exams.
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.
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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2
WI
06/29/2023 - Present
Cetera Investment Advisers LLC (SLINGER WI)
WI
08/01/2012 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (HARTFORD WI)
WI
08/04/2005 - 08/03/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (HARTFORD WI)
NY
09/18/2003 - 06/06/2005
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 10/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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