Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Wynveen is a financial advisor who has been in the industry since 2008. Currently, Nathaniel is with Osaic Wealth, Inc. and is located in OAKDALE, MN. Nathaniel has experience with a range of investment services including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. Nathaniel has passed the Series 6, Series 7, and SIE exams, and is registered with FINRA.
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
MN
12/21/2020 - Present
Osaic Wealth, Inc. (OAKDALE MN)
GA
12/21/2020 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
12/21/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
04/12/2011 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
12/21/2020 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
12/21/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
03/30/2007 - 03/09/2010
HARTFORD INVESTMENT FINANCIAL SERVICES, LLC (WOODBURY MN)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/29/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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