Nathan Barger (CRD# 6656257) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Leo, IN and has over 5 years of experience in the finance industry.
CRD# 5440171
Secure Asset Management, LLC
CRD# 1200534
Raymond James & Associates, Inc.
CRD# 3175609
J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Ae Wealth Management, LLC | Topeka, KS | Jan 2020 - Current | 4 |
Runestad Financial Services | Leo, IN | May 2018 - Current | 6 |
R & C Farms | Decatur, IN | Apr 2009 - Current | 15 |
Corecap Advisors | Southfield, MI | Jun 2018 - Dec 2019 | 1 |
Lincoln Financial Distributors | Fort Wayne, IN | Feb 2016 - May 2018 | 2 |
Fort Wayne Country Club | Fort Wayne, IN | Aug 2011 - Jul 2015 | 3 |
Lincoln Financial Group | Fort Wayne, IN | Oct 2014 - Dec 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2018 |
S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
- IN
- TX
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Total Assets Under Management27,083MILLIONS
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Total Number of Accounts277,294ACCOUNTS
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Average Account Value$97,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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