Nathan Zuidema (CRD# 7050531) is an Investment Advisor Representative working at Complete Investment Advisory, LLC in Fargo, ND and has over 5 years of experience in the finance industry.
CRD# 2591356
Commonwealth Financial Network
CRD# 2563463
Ubs Financial Services Inc.
CRD# 2122017
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| North Dakota State University | Fargo, ND | Aug 2015 - May 2019 | 3 |
| Mass Mutual Life Insurance Company | Minneapolis, MN | Dec 2018 - Apr 2019 | < 1 |
| Mml Investors Services | Minneapolis, MN | Dec 2018 - Apr 2019 | < 1 |
| Valley Green & Associates | Moorhead, MN | Oct 2018 - Feb 2019 | < 1 |
| Rohlik Construction | Renville, MN | May 2017 - Aug 2018 | 1 |
| Ndsu Residence Life | Fargo, ND | Mar 2016 - May 2018 | 2 |
| Apol's Harley Davidson | Raymond, MN | May 2016 - Aug 2016 | < 1 |
| Dairy Queen | Willmar, MN | May 2015 - Aug 2015 | < 1 |
| Maccray School District | Clara City, MN | Sep 2008 - Jul 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2020 |
- MN
- ND
-
Total Assets Under Management81MILLIONS
-
Total Number of Accounts410ACCOUNTS
-
Average Account Value$198,037
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
MN, ND, TX
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