Nathan Lovik, financial advisor Bloomington MN
93 score

Nathan Lovik

CRD 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.

Similar Advisors
Timothy Brown, financial advisor Bloomington MN
Timothy B. Brown
CRD# 2665369
Brown Wealth Management, LLC
Similar Advisors
Phillip Christenson, financial advisor Bloomington MN
Phillip R. Christenson
CRD# 5082883
Phillip James Financial Company
Similar Advisors
Eric Hutchens, financial advisor Bloomington MN
Eric J. Hutchens
CRD# 4207178
Allodium Investment Consultants, LLC
Company Name Location Dates Years
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
Contact Info for Nathan A. Lovik
Phone Number: 651-444-1116
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Nathan Lovik and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.