Nathan LovikCRD Number: 5323456
Current Firm: Star Capital Inc.
Nathan Lovik (CRD# 5323456) is an Investment Advisor Representative working at Star Capital Inc. in Bloomington, MN and has over 10 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Star Capital Inc.||Bloomington, MN||Oct 2017 - Current||< 1|
|Peak Brokerage Services, LLC||Palm Beach Gardens, FL||Oct 2017 - Current||< 1|
|Nathan Lovik||Coralville, IA||Aug 2007 - Current||10|
|Rda Financial Network||Roch, MN||Apr 2017 - Oct 2017||< 1|
|United Planners Financial Services||Scottsdale, AZ||Aug 2016 - Oct 2017||1|
|Rda Financial Network, Inc.||Coralville, IA||Mar 2013 - Oct 2017||4|
|Cambridge Investment Research Inc.||Fairfield, IA||Mar 2013 - Jul 2016||3|
|Edward Jones||St Louis, MO||Sep 2012 - Dec 2012||< 1|
|Bank Of The West||Cedar Rapids, IA||Mar 2012 - Sep 2012||< 1|
|Regions Bank||Waterloo, IA||Mar 2010 - Mar 2012||2|
|Wells Fargo||Waterloo, IA||Jan 2010 - Mar 2010||< 1|
|Hartford Financial Services||Woodbury, MN||Sep 2008 - Dec 2009||1|
|The Walking Company||Roseville, MN||Aug 2008 - Oct 2009||1|
|Michael Mcmahon Agency||Bloomington, MN||Sep 2007 - Sep 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2007|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
Total Assets Under Management26MILLIONS
Total Number of Accounts375ACCOUNTS
Average Account Value$69,333
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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