Nathan Wiercioch (CRD# 7049424) is an Investment Advisor Representative working at Fiduciary Financial Partners, LLC in Naperville, IL and has over 3 years of experience in the finance industry. Nathan Wiercioch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fiduciary Financial Partners | Carmel, IN | Sep 2020 - Current | 3 |
| Fiduciary Financial Partners | Naperville, IL | Jul 2019 - Sep 2020 | 1 |
| Turquoise Wealth Management | Lafayette, IN | Nov 2018 - Jun 2019 | < 1 |
| Purdue University | West Lafayette, IN | Aug 2015 - Jun 2019 | 3 |
| Lafayette Tent & Awning | Lafayette, IN | Jun 2017 - Aug 2017 | < 1 |
| Purdue University Spirit | West Lafayette, IN | Aug 2016 - Jun 2017 | < 1 |
| Central Catholic Jr/sr High School | Lafayette, IN | Jul 2009 - Jun 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2020 |
- IN
-
Total Assets Under Management209MILLIONS
-
Total Number of Accounts796ACCOUNTS
-
Average Account Value$261,951
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
IL, IN, NE, TX
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