Nathan OltmansCRD Number: 5421975
Current Firm: The Strategic Financial Alliance
Nathan Oltmans (CRD# 5421975) is an Investment Advisor Representative working at The Strategic Financial Alliance in Raleigh, NC and has over 9 years of experience in the finance industry. Nathan Oltmans 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.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Cornerstone Wealth Management||Raleigh, NC||Aug 2007 - Current||10|
|The Strategic Financial Alliance, Inc.||Atlanta, GA||Aug 2007 - Current||10|
|Usaf||Minot Afb, ND||Jun 2000 - Jul 2007||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2008|
Total Assets Under Management441MILLIONS
Total Number of Accounts5,289ACCOUNTS
Average Account Value$83,455
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
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