Nathan BilleterCRD Number: 5139768
Current Firm: Gradient Advisors, LLC
Nathan Billeter (CRD# 5139768) is an Investment Advisor Representative working at Gradient Advisors, LLC in Arden Hills, MN and has over 4 years of experience in the finance industry.
U.s. Bancorp Investments, Inc.
Wells Fargo Clearing Services, LLC
Abens Financial Services Inc.
|Nathan Billeter||West Jordan, UT||Aug 2020 - Current||1|
|Billeter Enterprises, LLC||West Jordan, UT||Jun 2011 - Current||10|
|Legacy Financial, LLC||West Jordan, UT||Jun 2011 - Current||10|
|American Senior Benefits||West Jordan, UT||Jun 2011 - Current||10|
|Lincoln Investment||Fort Washington, PA||Aug 2019 - Aug 2020||1|
|Legacy Wealth Management, LLC||West Jordan, UT||Nov 2017 - Jun 2019||1|
|Forest Securities, Inc.||West Jordan, UT||Apr 2016 - May 2017||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2017|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management121MILLIONS
Total Number of Accounts2,201ACCOUNTS
Average Account Value$54,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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, 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, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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