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.

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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
    26
    MILLIONS
  • Total Number of Accounts
    375
    ACCOUNTS
  • Average Account Value
    $69,333
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

IA, MN

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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