Nathan Bosek, financial advisor Saint Cloud MN

Nathan Bosek

CRD Number: 5877081
Current Firm: Edge Financial Advisors, LLC

Nathan Bosek (CRD# 5877081) is an Investment Advisor Representative working at Edge Financial Advisors, LLC in Saint Cloud, MN and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Edge Portfolio Management, LLC Wheaton, IL Feb 2019 - Current 5
Alpha Cubed Investments Irvine, CA Jun 2017 - Current 6
Raymond James Financial Services, Inc. St. Cloud, MN Apr 2014 - Jun 2017 3
Bremer Bank Saint Cloud, MN Apr 2014 - Jun 2017 3
Raymond James Financial Services Advisors Inc. Saint Cloud, MN Apr 2014 - Jun 2017 3
Wells Fargo Bank Na Saint Cloud, MN Apr 2013 - Apr 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2011
Contact Info for Nathan L. Bosek
Phone Number: 630-221-1000
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    362
    MILLIONS
  • Total Number of Accounts
    1,035
    ACCOUNTS
  • Average Account Value
    $350,188
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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
Types of Clients
Registered States

AZ, FL, IL, MN, WI

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