Nathan Schmidt (CRD# 4211010) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in Lincoln, NE and has over 23 years of experience in the finance industry.
CRD# 6059380
Rbc Capital Markets, LLC
CRD# 5639065
Lpl Financial LLC
CRD# 4474690
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Advisor Network, LLC | Lincoln, NE | Jun 2020 - Current | 3 |
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Jun 2020 - Current | 3 |
| Thrivent Investment Management Inc. | Lincoln, NE | Jul 2002 - Jun 2020 | 17 |
| Thrivent Financial For Lutherans | Appleton, WI | Jul 2002 - Jun 2020 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2004 |
- NE
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Total Assets Under Management6,164MILLIONS
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Total Number of Accounts28,513ACCOUNTS
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Average Account Value$216,175
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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