Nathan Bergstrom (CRD# 7078649) is an Investment Advisor Representative working at Eaton-cambridge Inc. in Phoenix, AZ and has over 4 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eaton-cambridge Inc. | Phoenix, AZ | Oct 2021 - Current | 2 |
| Johnson Wealth Management | Phoenix, AZ | Oct 2021 - Current | 2 |
| Financial Engines Advisors LLC | Santa Clara, CA | Nov 2020 - Oct 2021 | < 1 |
| Off The Deep End Pool Service LLC | Chandler, AZ | Jan 2020 - Nov 2020 | < 1 |
| Charles Schwab And Company, Inc. | Phoenix, AZ | Feb 2019 - Jan 2020 | < 1 |
| Quicken Loans | Phoenix, AZ | Oct 2015 - Feb 2019 | 3 |
| Earnhardt Cadillac | Scottsdale, AZ | Jun 2015 - Oct 2015 | < 1 |
| Chick-fil-a | Phoenix, AZ | Dec 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2020 |
| S63 | Uniform Securities State Law Examination | Oct 2019 |
- AZ
- TX
-
Total Assets Under Management320MILLIONS
-
Total Number of Accounts878ACCOUNTS
-
Average Account Value$364,336
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, FL, IL, MI, MO, TX
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