Nathan Piel (CRD# 6450335) is an Investment Advisor Representative working at Focus Financial in Wausau, WI and has over 8 years of experience in the finance industry.
CRD# 6498813
Park Avenue Securities LLC
CRD# 4880831
Ameriprise Financial Services, LLC
CRD# 5294193
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Weston, WI | Jul 2016 - Current | 7 |
| Focus Financial | Weston, WI | Jul 2016 - Current | 7 |
| Minnesota Life Insurance Company | St Paul, MN | Apr 2015 - Current | 9 |
| North Star Consultants, Inc. | St Paul, MN | Apr 2015 - Current | 9 |
| Securian Financial Services, Inc. | St Paul, MN | Apr 2015 - Jul 2016 | 1 |
| Cri Securities, LLC | St Paul, MN | Apr 2015 - Jul 2016 | 1 |
| Securian Financial Services, Inc. | St Paul, MN | Feb 2015 - Apr 2015 | < 1 |
| North Star Consultants, Inc. | St Paul, MN | Feb 2015 - Apr 2015 | < 1 |
| University Of Wisconsin- Eau Claire | Eau Claire, WI | Sep 2011 - Feb 2015 | 3 |
| Benefit Administration Inc. | Menasha, WI | Jul 2014 - Aug 2014 | < 1 |
| Becker Home Improvement | Cottage Grove, WI | May 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2015 |
- WI
-
Total Assets Under Management5,386MILLIONS
-
Total Number of Accounts25,365ACCOUNTS
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Average Account Value$212,339
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- 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)
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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