Nathan Morse, financial advisor Osage Beach MO
73 score

Nathan Morse

CRD Number: 5537893
Current Firm: Cornerstone Wealth Management, LLC

Nathan Morse (CRD# 5537893) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Osage Beach, MO and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Cornerstone Wealth Management, LLC Osage Beach, MO Dec 2015 - Current 1
Lpl Financial Osage Beach, MO Nov 2015 - Current 1
Edward Jones St Louis, MO May 2008 - Nov 2015 7
None Roach, MO Jan 2008 - May 2008 < 1
Plano Bible Church Plano, IL Nov 2003 - Jan 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Nathan P. Morse
Phone Number: 636-397-6200
Firm Website: http://www.rpzeigler.com
Registered State(s):
  • IL
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    876
    MILLIONS
  • Total Number of Accounts
    5,625
    ACCOUNTS
  • Average Account Value
    $155,708
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, NC, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI

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BADGES
73

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