Nathan Pesch, financial advisor Portage MI
88 score

Nathan Pesch

CRD Number: 6327652
Current Firm: Plante Moran Financial Advisors

Nathan Pesch (CRD# 6327652) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Portage, MI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Plante Moran Financial Advisors Portage, MI Jan 2014 - Current 2
None Wayland, MI Dec 2013 - Jan 2014 < 1
Western Michigan University Kalamazoo, MI Sep 2010 - Dec 2013 3
Bright Financial Portage, MI Feb 2011 - May 2011 < 1
None Wayland, MI Apr 2010 - Sep 2010 < 1
Contact Support Assoc. Kuwait City, Apr 2009 - Apr 2010 1
Cintas Co Kentwood, MI Jun 2008 - Apr 2009 < 1
None Grand Rapids, MI Jan 2008 - Jun 2008 < 1
Us Marines Jacksonville, NC Feb 2004 - Jan 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for Nathan W. Pesch
Phone Number: 248-223-3400
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    12,400
    MILLIONS
  • Total Number of Accounts
    2,465
    ACCOUNTS
  • Average Account Value
    $5,030,475
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AL, AZ, CA, CO, FL, GA, IL, IN, KY, MA, MD, MI, MN, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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