Nathan Cowen (CRD# 2399693) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 30 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Enhancement Group | Plymouth, MI | Jan 2021 - Current | 3 |
| Wealth Enhancement Advisory Services | Plymouth, MN | Jan 2021 - Current | 3 |
| Sva Plumb Wealth Management, LLC | Madison, WI | Apr 2015 - Dec 2020 | 5 |
| Seminole Hollywood Casino | Hollywood, FL | Jun 2014 - Apr 2015 | < 1 |
| Cowen Capital Management, LLC | Hobe Sound, FL | Jun 2012 - Apr 2015 | 2 |
| United Parcel Service | West Palm Beach, FL | Jan 2014 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1993 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2005 |
- WI
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Total Assets Under Management72,025MILLIONS
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Total Number of Accounts154,394ACCOUNTS
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Average Account Value$466,499
- 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)
- Educational seminars/workshops
- Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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