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 8 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Financial Advisors Morrison, IL Sep 2014 - Current 3
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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