Nathan Wilson (CRD# 3088187) is an Investment Advisor Representative working at Compass Financial Management LLC in Laramie, WY and has over 25 years of experience in the finance industry.
CRD# 6366201
Wealth Design Consulting, LLC
CRD# 4073366
Wealth Design Consulting, LLC
CRD# 6366167
Wealth Design Consulting, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fighting For Main Street Consulting LLC | Fort Collins, CO | Mar 2014 - Current | 10 |
| Guidespring Wealth Strategies LLC | Ft. Collins, CO | Sep 2007 - Current | 16 |
| Simply Profitable Financial Programs LLC | Ft. Collins, CO | May 2019 - Dec 2019 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1998 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1998 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
- WY
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Total Assets Under Management409MILLIONS
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Total Number of Accounts1,131ACCOUNTS
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Average Account Value$361,944
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CO, CT, FL, IL, LA, MA, MN, NC, NH, NJ, NY, OH, PR, SC, TN, TX, WY
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