
Nathan Dorner (CRD# 6079078) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Fairview Park, OH and has over 5 years of experience in the finance industry.
CRD# 5686543
Strategic Wealth Partners, Ltd.
Score
106
CRD# 2049796
Jeffrey A Bogart Investment Advisor
Score
103
CRD# 1454349
Liberty Partners Capital Management, LLC
Score
103
Company Name | Location | Dates | Years |
---|---|---|---|
Thrivent Financial For Lutherans | Appleton, WI | Oct 2012 - Current | 5 |
Thrivent Investment Management Inc. | Fairview Park, OH | Jul 2012 - Current | 5 |
Thrivent Financial For Lutherans | Appleton, WI | Aug 2012 - Oct 2012 | < 1 |
Lutheran High School East | Cleveland Heights, OH | Jul 2009 - Jul 2012 | 3 |
Pizza Hut | Port Washington, WI | Feb 2009 - Jul 2009 | < 1 |
Quiznos | Grafton, WI | May 2008 - Feb 2009 | < 1 |
The Concordia University Falcon's Nest | Mequon, WI | Aug 2007 - May 2008 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2012 |
- OH
-
Total Assets Under Management8,706MILLIONS
-
Total Number of Accounts36,854ACCOUNTS
-
Average Account Value$236,236
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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