Nathan SealeyCRD Number: 2997307
Current Firm: Nfp Advisor Services, LLC
Nathan Sealey (CRD# 2997307) is an Investment Advisor Representative and independent registered representative at Nfp Advisor Services, and has over 18 years of experience in the finance industry.
www.brassringwealth.com | @brassringwealth | 855- BRASSRW
248-913-2320 | [email protected]
Brass Ring Wealth Management (BRWM) is a Clarkston Based, family-owned financial planning practice that specializes in tax efficient financial planning. Proper management of your wealth is essential, and we believe you should work with us.
Our investment and insurance professionals assist clients and business owners from all walks of life. Whether you have 30 years or 30 days from retirement we help you become more confident in your ability to care for yourself and your family.
He helps protect your assets now and through retirement with our common sense client centered approach. As an independent office we have no proprietary products and services which frees us from many conflicts of interest. The confidence that our clients enjoy is born from the strength of our relationship.
Portfolio Management and Guidance
Group Financial Education and Consulting
Retirement, Income ,College, Nursing Home, and Estate Planning
BRWM’s owner Nathan Sealey has been recognized for three consecutive years, 2013,2014, 2015 as a FIVE Star Wealth manager by HOUR Magazine and Dbusiness. In 2015 Hour Magazine featured Nathan in their Faces of Detroit Issue as the Face of Wealth Management.
Nathan Sealey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Pathway Financial Planning
Plante Moran Financial Advisors
Tamma Capital LLC
|Nfp Advisor Services||Austin, TX||Oct 2014 - Current||3|
|Brass Ring Wealth Management Inc.||Clarkston, MI||May 2007 - Current||10|
|Next Financial Group Inc.||Davison, MI||Sep 2004 - Oct 2014||10|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Jan 1998|
|S63||Uniform Securities State Law Examination||Jan 1998|
|S65||NASAA Investment Advisors Law Examination||Jun 1998|
|S24||General Securities Principal Examination (GP)||Nov 1999|
|S51||Municipal Fund Securities Limited Principal Examination||Sep 2004|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Judgments / Liens
Total Assets Under Management12,254MILLIONS
Total Number of Accounts54,412ACCOUNTS
Average Account Value$225,208
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Securities and Investment Advisory Services offered through NFP Advisor Services, LLC (NFPAS), member FINRA/SIPC. NFPAS is not affiliated with Brass Ring Wealth Management Inc.
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