Nathan Gale (CRD# 7519518) is an Investment Advisor Representative working at Peak Wealth Planning, LLC in Champaign, IL and has over 2 years of experience in the finance industry.
CRD# 4204391
Northwestern Mutual Investment Services,llc
CRD# 2667464
Northwestern Mutual Investment Services,llc
CRD# 5638945
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fleur-de-lis Financial | Lake Bluff, IL | Aug 2023 - Current | < 1 |
| Wellacre Global Wealth Advisors | Santa Monica, CA | Feb 2023 - Current | 1 |
| Peak Wealth Planning, LLC | Lake Bluff, IL | Mar 2022 - Current | 2 |
| Wanderwren | Vernon Hills, IL | Sep 2020 - Current | 3 |
| Gale Properties | Lake Bluff, IL | May 2004 - Current | 19 |
| U.s. Navy | Great Lakes, IL | Apr 2006 - Mar 2022 | 15 |
| Nathan Gale | Lake Bluff, IL | Apr 2021 - Feb 2022 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- IL
-
Total Assets Under Management51MILLIONS
-
Total Number of Accounts74ACCOUNTS
-
Average Account Value$691,407
- 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
- Selection of other advisers (including private fund managers)
- Other
IL
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