Nathan Sealey, financial advisor Clarkston MI
101 score

Nathan Sealey

CRD 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.

 

We provide:
  Investment Selection
  Insurance Protection
  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.

CONTACT
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Professional Designations
Company Name Location Dates Years
Nfp Advisor Services Austin, TX Oct 2014 - Current 2
Brass Ring Wealth Management Inc. Clarkston, MI May 2007 - Current 9
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
Contact Info for Nathan D. Sealey
Phone Number: 248-913-2321
Registered State(s):
  • MI
  • AZ
  • AL
  • AR
  • CA
  • IN
  • IL
  • FL
  • GA
  • KY
  • LA
  • NM
  • NY
  • OH
  • OR
  • PA
  • TX
  • SC
By the Numbers
  • Total Assets Under Management
    12,254
    MILLIONS
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

Firm Disclaimer:

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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BADGES
101
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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