Nathan Heeg, financial advisor Marshfield WI

Nathan Heeg

CRD Number: 6482691
Current Firm: Thrivent Investment Management Inc.

Nathan Heeg (CRD# 6482691) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Marshfield, WI and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial Appleton, WI Oct 2015 - Current 6
Thrivent Investment Management Inc. Marshfield, WI May 2015 - Current 6
Thrivent Financial Appleton, WI Jun 2015 - Oct 2015 < 1
Rmm Solutions Wausau, WI Aug 2013 - May 2015 1
Pc Doctors LLC Marshfield, WI Oct 2011 - Aug 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2015
S65 NASAA Investment Advisors Law Examination Apr 2017
Contact Info for Nathan R. Heeg
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    10,689
    MILLIONS
  • Total Number of Accounts
    30,308
    ACCOUNTS
  • Average Account Value
    $352,673
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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