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Nathaniel Mitchell Coleman

Brownson, Rehmus & Foxworth, Inc.

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About Nathaniel Mitchell Coleman

Nathaniel Mitchell Coleman is an investment advisor representative with Brownson, Rehmus & Foxworth, Inc. Nathaniel Coleman has been in the industry for over 1 year. Nathaniel Coleman is registered with the state of Illinois. Nathaniel Coleman has Series 63, 65, 7TO, and SIE licenses. Nathaniel Coleman specializes in providing financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Nathaniel Coleman is currently registered with Brownson, Rehmus & Foxworth, Inc.. Brownson, Rehmus & Foxworth, Inc. is an investment advisor headquartered in Chicago, Illinois. The firm provides financial planning and portfolio management services to high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth. They have approximately $4.03 billion in regulatory assets under management. The firm's website is http://www.brfadvisors.com and they can also be found on LinkedIn.
Brownson, Rehmus & Foxworth, Inc.

227 WEST MONROE STREET

CHICAGO, IL 60606

$4.03B

Assets Under Management

3

Total Clients

14

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Nathaniel Coleman’s Registration & Firm History

IL

06/14/2022 - Present

Brownson, Rehmus & Foxworth, Inc. (CHICAGO IL)

IL

09/27/2021 - 01/06/2022

FSC SECURITIES CORPORATION (SKOKIE IL)

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Licenses & Designations

IA

Issued 05/03/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/08/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/27/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/25/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nathaniel Mitchell Coleman.
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