Nathaniel Branwall
CRD Number: 6606554Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Nathaniel Branwall (CRD# 6606554) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wayzata, MN and has over 5 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Stillwater, MN | Oct 2018 - Current | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stillwater, MN | Sep 2018 - Current | 5 |
| Student Travel | Stillwater, MN | May 2018 - Sep 2018 | < 1 |
| Minnesota State University | Mankato, MN | Aug 2014 - May 2018 | 3 |
| Shoreline Growth Partners | Mankato, MN | Dec 2016 - May 2017 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | May 2016 - Dec 2016 | < 1 |
| Northwestern Mutual Investment Services LLC | Mendota Hts, MN | May 2016 - Dec 2016 | < 1 |
| St Croix Sensory | Stillwater, MN | Jun 2013 - May 2016 | 2 |
| Student | Stillwater, MN | Jan 2006 - Aug 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2019 |
- MN
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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.