Unclaimed
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.
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.
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.
Referral fees
1
2
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)
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
Active
Inactive
F
FINRA
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