Nathan Eads (CRD# 3161485) is an Investment Advisor Representative working at Moller Wealth Partners in Northfield, IL and has over 25 years of experience in the finance industry. Nathan Eads 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# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Moller Financial Services | Northfield, IL | May 2018 - Current | 5 |
| Moller Financial Services | Northfield, IL | May 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 1999 |
- IL
- TX
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Total Assets Under Management565MILLIONS
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Total Number of Accounts1,192ACCOUNTS
-
Average Account Value$474,289
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, FL, IL, IN, LA, TX, WA, WI
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