Nathaniel WillaertCRD Number: 6097269
Current Firm: Ameriprise Financial Services, Inc.
Nathaniel Willaert (CRD# 6097269) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Minneapolis, MN and has over 4 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Ameriprise Financial Services,inc||Minneapolis, MN||Jul 2012 - Current||4|
|Unemployed||Mankato, MN||Jun 2012 - Jul 2012||< 1|
|Full Time Education||La Crosse, WI||Sep 2011 - Jun 2012||< 1|
|Blue Earth County Highway Department||Mankato, WI||Jun 2011 - Sep 2011||< 1|
|Full Time Education||La Crosse, WI||Sep 2010 - Jun 2011||< 1|
|Mankato Golf Club||Mankato, MN||Jun 2010 - Sep 2010||< 1|
|Full Time Education||La Crosse, WI||Sep 2009 - Jun 2010||< 1|
|Mankato Golf Club||Mankato, MN||Jun 2009 - Sep 2009||< 1|
|Full Time Education||Mankato, MN||Sep 2008 - Jun 2009||< 1|
|Mankato Golf Club||Mankato, MN||Jun 2008 - Sep 2008||< 1|
|Full Time Education||La Crosse, WI||Sep 2007 - Jun 2008||< 1|
|Unemployed||Mankato, MN||Jun 2007 - Sep 2007||< 1|
|Full Time Education||La Crosse, WI||Sep 2006 - Jun 2007||< 1|
|Unemployed||Mankato, MN||Jun 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2012|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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