Nathan Heeg (CRD# 6482691) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Marshfield, WI and has over 8 years of experience in the finance industry.
CRD# 4220147
Lpl Financial LLC
CRD# 5555164
Edward Jones
CRD# 1017881
Buena Vista Investment Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Oct 2015 - Current | 8 |
| Thrivent Investment Management Inc. | Marshfield, WI | May 2015 - Current | 8 |
| Thrivent Financial | Appleton, WI | Jun 2015 - Oct 2015 | < 1 |
| Rmm Solutions | Wausau, WI | Aug 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2015 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2017 |
- WI
-
Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
-
Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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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