Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Carver Schlotthauer is a financial advisor with over 20 years of experience in the industry. Nathaniel is currently registered with Cetera Investment Advisers LLC and has held previous positions with firms such as VOYA FINANCIAL ADVISORS, INC. and AXA ADVISORS, LLC. Nathaniel has a wide range of experience in the financial industry including working as a financial advisor with Forte Bank, working as a fixed insurance sales agent, and serving on various non-profit boards. Nathaniel is a well-rounded financial advisor with a proven track record of success.
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 10/2/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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