Nathan WelterCRD Number: 7110755
Current Firm: Cuna Brokerage Services, Inc.
Nathan Welter (CRD# 7110755) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Waverly, IA and has over 3 years of experience in the finance industry.
Lpl Financial LLC
Cetera Investment Advisers LLC
Ameriprise Financial Services, LLC
|Cuna Brokerage Services, Inc.||Waverly, IA||Apr 2019 - Current||3|
|Cuna Mutual Group||Waverly, IA||Aug 2015 - Current||7|
|Cbe Group||Waterloo, IA||May 2015 - Aug 2015||< 1|
|Wells Fargo||Des Moines, IA||Jun 2014 - May 2015||< 1|
|Unemployed||Des Moines, IA||Apr 2014 - Jun 2014||< 1|
|Ocwen Loan Servicing||Waterloo, IA||Jul 2012 - Apr 2014||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2019|
|S65||NASAA Investment Advisors Law Examination||Mar 2020|
Total Assets Under Management5,790MILLIONS
Total Number of Accounts20,233ACCOUNTS
Average Account Value$286,184
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV
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