Nathan Wells, financial advisor Morrison IL
93 score

Nathan Wells

CRD Number: 5553359
Current Firm: Voya Financial Advisors, Inc.

Nathan Wells (CRD# 5553359) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Morrison, IL and has over 7 years of experience in the finance industry.

Similar Advisors
David Dahl, financial advisor Morrison IL
David J. Dahl
CRD# 1266359
Dahl Financial Services, Inc.
Score
96
Similar Advisors
Jeffrey Gee, financial advisor Morrison IL
Jeffrey A. Gee
CRD# 4043814
Raymond James & Associates, Inc.
Score
96
Similar Advisors
Steven Hale, financial advisor Morrison IL
Steven R. Hale
CRD# 2154138
Pr Wealth Management Group
Score
96
Company Name Location Dates Years
Voya Financial Advisors Morrison, IL Sep 2014 - Current 2
Ing Financial Partners, Inc. Morrison, IL Feb 2012 - Aug 2014 2
Mass Mutual Life Insurance Company West Des Moines, IA Jun 2009 - Dec 2011 2
Mml Investors Services Inc. West Des Moines, IA Jun 2009 - Dec 2011 2
Ing Financial Partners, Inc. Des Moines, IA Jun 2008 - Jun 2009 1
Drake University Des Moines, IA Aug 2005 - Jun 2008 2
Furr Excavation Rock Falls, IL Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2009
Contact Info for Nathan C. Wells
Phone Number: 1-800-356-2906
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Nathan Wells and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.