Nathaniel Thiemann (CRD# 7384861) is an Investment Advisor Representative working at Exemplar Wealth Partners LLC in Allen, TX and has over 2 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Exemplar Wealth Partners | Allen, TX | Jan 2024 - Current | < 1 |
| Conley Rose | Plano, TX | Sep 2023 - Current | < 1 |
| Han Santos | Seattle, WA | Nov 2022 - Sep 2023 | < 1 |
| N/a | Alexandria, VA | Mar 2022 - Oct 2022 | < 1 |
| Nylife Securities LLC | New York, NY | Sep 2021 - Mar 2022 | < 1 |
| New York Life Insurance Company | New York, NY | Mar 2021 - Mar 2022 | 1 |
| Duke University | Durham, NC | Aug 2018 - Feb 2021 | 2 |
| Trinity College | Hartford, CT | May 2013 - Jun 2018 | 5 |
| Trinity College | Hartford, CT | Aug 2013 - May 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2021 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- MD
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MD, TX
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