Nathan Manes, financial advisor Montrose CO

Nathan Manes

CRD Number: 7449797
Current Firm: Elderado Financial, Inc.

Nathan Manes (CRD# 7449797) is an Investment Advisor Representative working at Elderado Financial, Inc. in Montrose, CO and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Elderado Financial Inc. Montrose, CO Jan 2023 - Current 1
Northwestern Mutual Wealth Management Company Milwaukee, WI Apr 2022 - Dec 2022 < 1
Northwestern Mutual Investment Services LLC Grand Jct, CO Dec 2021 - Dec 2022 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Oct 2021 - Dec 2022 1
Unemployed Montrose, CO Mar 2021 - Oct 2021 < 1
Consolidated Electrical Distributors Irving, TX Jun 2015 - Mar 2021 5
Cabin Country Fort Collins, CO Sep 2014 - May 2015 < 1
Csu Fort Collins Fort Collins, CO Aug 2012 - May 2015 2
Azteca Apartments Pueblo, CO May 2013 - Aug 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2022
S65 NASAA Investment Advisors Law Examination Jan 2023
Contact Info for Nathan R. Manes
Phone Number: 970-249-9900
Registered State(s):
  • CA
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    172
    MILLIONS
  • Total Number of Accounts
    942
    ACCOUNTS
  • Average Account Value
    $182,872
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, GA, IL, TX

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