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Nathaniel Sibley Barnard

LNW

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About Nathaniel Sibley Barnard

Nathaniel Sibley Barnard is a financial advisor registered with the state of Washington. He holds the Series 66, SIE, and Series 7 licenses and is also a Chartered Financial Analyst. Nathaniel has been working in the financial services industry since 2014. He is currently employed at LNW Wealth Management, LLC, located in Seattle, Washington. He has previously worked at Leader Capital Corp. in Portland, Oregon. Nathaniel specializes in financial planning, portfolio management, and investment advisory services.

Firm Information

Nathaniel Barnard is currently registered with LNW. LNW is an investment advisor based in Seattle, Washington. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and educational seminars. They have approximately $4.6 billion in regulatory assets under management and serve a variety of clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles.
LNW

801 SECOND AVENUE, SUITE 1600

SEATTLE, WA 98104-1564

$4.63B

Assets Under Management

Not reported

Total Clients

37

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 Barnard’s Registration & Firm History

WA

04/30/2018 - Present

LNW (SEATTLE WA)

OR

05/01/2014 - 01/12/2016

LEADER CAPITAL CORP. (PORTLAND OR)

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Licenses & Designations

BOTH

Issued 06/01/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/12/2016

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nathaniel Sibley Barnard.
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