Nathanael Pfeil (CRD# 7704524) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Cedar Rapids, IA and has 1 year of experience in the finance industry.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nations Financial Group, Inc. | Cedar Rapids, IA | Jun 2023 - Current | < 1 |
| Holy Cross Lutheran Church & School | Saginaw, MI | Jul 2019 - May 2023 | 3 |
| St Peter Lutheran Church | Schaumburg, IL | Jul 2016 - Jun 2019 | 2 |
| Redeemer Lutheran Church | Sioux City, IA | Feb 2014 - Jun 2016 | 2 |
| Unemployed - Full Time Education | Cedar Rapids, IA | Feb 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- IA
-
Total Assets Under Management3,399MILLIONS
-
Total Number of Accounts9,857ACCOUNTS
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Average Account Value$344,798
- A percentage of assets under your management
- 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)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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