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Nathaniel Hvid Running

Strategic Wealth Group

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About Nathaniel Hvid Running

Nathaniel Hvid Running is an investment advisor with Strategic Wealth Group. Nathaniel has been working in the financial services industry for over 24 years. Nathaniel has a broad range of experience and expertise in financial planning, portfolio management and pension consulting. Nathaniel is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 6, 7, 24, 26, 31, 63 and 66 licenses. Nathaniel is registered to offer investment advisory services in Minnesota and Texas.

Firm Information

Nathaniel Running is currently registered with Strategic Wealth Group. Strategic Wealth Group is an investment advisory firm located in EDEN PRAIRIE, MN. The firm provides financial planning and portfolio management services to individuals, corporations, and charitable organizations. They manage approximately $1.04 billion in assets for 4,831 clients. The firm has 19 investment adviser representatives and 14 licensed agents.
Strategic Wealth Group

7820 TERREY PINE CT, #200

EDEN PRAIRIE, MN 55347

$1.04B

Assets Under Management

5

Total Clients

15

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

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Nathaniel Running’s Registration & Firm History

MN

08/11/2016 - Present

Strategic Wealth Group (EDEN PRAIRIE MN)

MN

08/10/2012 - 08/11/2016

CETERA ADVISORS LLC (MINNETONKA MN)

MN

10/11/2001 - 09/12/2012

LPL FINANCIAL LLC (ST. LOUIS PARK MN)

MN

08/31/1998 - 10/12/2001

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 12/30/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/03/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/30/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/20/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 05/02/2002

Series 7 - General Securities Representative Examination

BC

Issued 08/29/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Nathaniel Hvid Running. Review regulatory record here.
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