Nautilus Advisors LLC

Nautilus Advisors LLC (CRD# 154169) is a financial advisory firm headquartered in San Diego, CA. They manage $164,616,252 in 269 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    165
    MILLION
  • Total Number of Accounts
    269
    ACCOUNTS
  • Average Account Value
    $611,956
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription 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
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Nautilus Advisors LLC
Showing 1 - 4 of 4 top financial advisors.
1
Michael S. Behner
CRD#: 3264037
4747 Morena Blvd., Suite 358, San Diego, CA 92117

Michael Behner (CRD# 3264037) is an Investment Advisor Representative working at Nautilus Advisors LLC in San Diego, CA and has over 21 years of experience in the finance industry. Michael Behner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Thomas Brenner
CRD#: 4458594
San Diego, CA 92103

 

 

Thomas Brenner CFP® (CRD# 4458594) is an Investment Advisor Representative working at Nautilus Advisors LLC in San Diego, CA and has over 14 years of experience in the finance industry.

 

 

 

I am a fee based advisor (fee-only with regard to investments) and I do provide insurance and other risk management tools on a commission basis.  My focus is on retirement & income planning, tax advantaged strategies, and long-term portfolio management.  

 

 

3
Daniel S. Callan
CRD#: 3272460
999 Corporate Drive, Ladera Ranch, CA 92694

Daniel Callan (CRD# 3272460) is an Investment Advisor Representative working at Nautilus Advisors LLC in Ladera Ranch, CA and has over 21 years of experience in the finance industry.

4
Kara J. Marquez
CRD#: 5955033
999 Corporate Drive, Suite 100, Ladera Ranch, CA 92694

Kara Marquez (CRD# 5955033) is an Investment Advisor Representative working at Nautilus Advisors LLC in Ladera Ranch, CA and has over 9 years of experience in the finance industry. Kara Marquez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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