Nathan Schroer (CRD# 7536866) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Upper Arlington, OH and has 1 year of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alex C Wendel | Upper Arlington, OH | Mar 2024 - Current | < 1 |
| Amanda Green | Upper Arlington, OH | Jan 2024 - Current | < 1 |
| Nicholas James Minich | Upper Arlington, OH | Dec 2023 - Current | < 1 |
| Kevin Watters | Columbus, OH | Aug 2022 - Current | 1 |
| Northwestern Mutual Investment Services LLC | Columbus, OH | Aug 2022 - Current | 1 |
| Kevin Watters | Columbus, OH | Apr 2022 - Jul 2022 | < 1 |
| Crossfit Clintonville | Columbus, OH | Jan 2021 - Jul 2022 | 1 |
| Go2 Partners | West Chester Township, OH | Dec 2018 - Jun 2022 | 3 |
| Emerson Climate Technologies | Sidney, OH | May 2019 - Aug 2019 | < 1 |
| Auglaize County Highway Department | Wapakoneta, OH | May 2017 - May 2019 | 2 |
| Student | Wapakoneta, OH | Aug 2010 - May 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- OH
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Other
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.