Steven Nauta (CRD# 4429840) is an Investment Advisor Representative working at Global Retirement Partners LLC in Grandville, MI and has over 22 years of experience in the finance industry.
CRD# 6581230
Raymond James & Associates, Inc.
CRD# 4412486
Osaic Institutions, Inc.
CRD# 6753952
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global Retirement Partners, LLC | San Rafael, CA | Nov 2023 - Current | < 1 |
| Allegiant Asset Management, LLC | Miami, FL | Nov 2007 - Current | 16 |
| U.s. Capital Management, LLC | Holland, MI | Nov 2007 - Current | 16 |
| Humana | Grand Rapids, MI | Oct 2007 - Current | 16 |
| Allegiant Financial, Inc. | Miami, FL | Jun 2007 - Current | 16 |
| Allegiant Securities, LLC | Miami, FL | Jun 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2008 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- MI
-
Total Assets Under Management140,721MILLIONS
-
Total Number of Accounts28,908ACCOUNTS
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Average Account Value$4,867,886
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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