Nathan Steele (CRD# 7620095) is an Investment Advisor Representative working at Brownlee Wealth Management in Houston, TX and has 1 year of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
Company Name | Location | Dates | Years |
---|---|---|---|
Brownlee Wealth Management | The Woodlands, TX | Aug 2022 - Current | 1 |
Koch Energy Services LLC | Houston, TX | Jun 2021 - Aug 2022 | 1 |
Koch Energy Services LLC | Houston, TX | Oct 2019 - Jun 2021 | 1 |
Koch Energy Services LLC | Houston, TX | Mar 2017 - Oct 2019 | 2 |
Koch Ag And Energy Solutions | Houston, TX | Dec 2016 - Mar 2017 | < 1 |
Koch Ag And Energy Solutions | Houston, TX | Aug 2014 - Dec 2016 | 2 |
Koch Ag And Energy Solutions | Wichita, KS | Sep 2012 - Aug 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- TX
-
Total Assets Under Management212MILLIONS
-
Total Number of Accounts218ACCOUNTS
-
Average Account Value$972,260
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AR, LA, TX
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