Nathan Dutzmann (CRD# 7008043) is an Investment Advisor Representative working at Round Table Investment Strategies, LLC in Centennial, CO and has over 5 years of experience in the finance industry.
CRD# 3077330
Schwab Wealth Advisory, Inc.
CRD# 2265858
Charles Schwab & Company, Inc.
CRD# 2178385
Abboud Financial Planning, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Torren Management, LLC | Littleton, CO | Feb 2024 - Current | < 1 |
| Round Table Investment Strategies, LLC | Centennial, CO | Jan 2021 - Current | 3 |
| Dimensional Fund Advisors | Austin, TX | Feb 2020 - Jan 2021 | < 1 |
| Unemployed | Littleton, CO | Apr 2019 - Jan 2020 | < 1 |
| Aspen Partners, LLC | Highland Ranch, CO | Dec 2016 - Mar 2019 | 2 |
| Quantitative Equity Strategies | Highlands Ranch, CO | May 2010 - Nov 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
- CO
-
Total Assets Under Management62MILLIONS
-
Total Number of Accounts303ACCOUNTS
-
Average Account Value$205,438
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CO, NE, TX, WI
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