Nathan Goebel (CRD# 6456965) is an Investment Advisor Representative working at Ais Planning in Saint Cloud, MN and has over 6 years of experience in the finance industry. Nathan Goebel 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.
CRD# 1798616
Primerica Advisors
CRD# 1185989
Valmark Advisers, Inc.
CRD# 6032657
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ais Planning | St. Cloud, MN | Feb 2020 - Current | 4 |
| Cetera Investment Services LLC | St. Cloud, MN | Jun 2019 - Jan 2020 | < 1 |
| Cetera Investment Advisors LLC | Saint Cloud, MN | Jun 2019 - Jan 2020 | < 1 |
| Wealthcare Inc. | Cold Spring, MN | Feb 2017 - May 2019 | 2 |
| Voya Financial Advisors | Cold Spring, MN | Feb 2017 - May 2019 | 2 |
| St. Cloud State University | St. Cloud, MN | Aug 2014 - May 2017 | 2 |
| Northwestern Mutual | St. Cloud, MN | May 2015 - Jan 2017 | 1 |
| Melrose Area High School | Melrose, MN | May 2014 - Aug 2014 | < 1 |
| Melrose Area High School | Melrose, MN | Jun 2002 - May 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2017 |
- MN
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Total Assets Under Management9MILLIONS
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Total Number of Accounts44ACCOUNTS
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Average Account Value$208,265
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, FL, MN, TX
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