Nathaniel Birkholz (CRD# 6625914) is an Investment Advisor Representative working at Dew Wealth Management in Scottsdale, AZ and has over 7 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dew Wealth Management | Scottsdale, AZ | Nov 2021 - Current | 2 |
| Bankers Trust | Phoenix, AZ | Aug 2019 - Nov 2021 | 2 |
| Btc Trust Company Of Sd | Sioux Falls, SD | Mar 2017 - Nov 2021 | 4 |
| Discipline Advisors, Inc. | Mankato, MN | Mar 2016 - Dec 2016 | < 1 |
| Merchants Bank | Winona, MN | Aug 2015 - Mar 2016 | < 1 |
| Eastwood Bank | Rochester, MN | Aug 2012 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2016 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- AZ
- TX
-
Total Assets Under Management294MILLIONS
-
Total Number of Accounts511ACCOUNTS
-
Average Account Value$575,089
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
AZ, CA, CO, FL, GA, IA, IL, IN, MD, MI, MO, NC, NE, NH, NJ, NV, NY, OH, TX, UT, WA
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