Nathan Wong, financial advisor Sandy UT
93 score

Nathan Wong

CRD Number: 4624071
Current Firm: On Investment Management Co

Nathan Wong (CRD# 4624071) is an Investment Advisor Representative working at On Investment Management Co in Sandy, UT and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
The O.n. Equity Sales Company Cincinnati, OH Sep 2011 - Current 5
Ohio National Financial Services Cincinnati, OH May 2010 - Current 6
Questar Asset Management Minneapolis, MN Aug 2007 - Oct 2011 4
Questar Capital Corp. Minneapolis, MN Jul 2007 - Oct 2011 4
American United Life Indianapolis, IN Feb 2004 - Aug 2009 5
One America Securities, Inc. Salt Lake City, UT Mar 2004 - Jul 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2003
S65 NASAA Investment Advisors Law Examination Dec 2006
Contact Info for Nathan L. Wong
Phone Number: 855-262-0913
Registered State(s):
  • CA
  • MT
  • NC
  • MD
  • NJ
  • OR
  • UT
By the Numbers
  • Total Assets Under Management
    832
    MILLIONS
  • Total Number of Accounts
    6,888
    ACCOUNTS
  • Average Account Value
    $120,767
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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