Nathan Thomas (CRD# 7400749) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Kent, OH and has over 2 years of experience in the finance industry.
CRD# 5304085
Robert W. Baird & Company Incorporated
CRD# 4428250
Ubs Financial Services Inc.
CRD# 6896676
Wellspring Financial Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Investment Advisers LLC | Schaumburg, IL | Mar 2024 - Current | < 1 |
Kent State University | Kent, OH | Feb 2023 - Current | 1 |
Uber Eats | San Francisco, CA | Jul 2022 - Current | 1 |
Cetera Advisors LLC | St. Cloud, MN | Sep 2021 - Current | 2 |
Marathon Financial Services | Kent, OH | Jun 2021 - Current | 2 |
Vipkid International | San Francisco, CA | Mar 2018 - Apr 2021 | 3 |
Rivers United Church | Virginia Beach, VA | Jan 2020 - Nov 2020 | < 1 |
Coastal City Church | Virginia Beach, VA | Nov 2018 - Dec 2019 | 1 |
Kent State University Department Of Computer Science | Kent, OH | Apr 2015 - Jul 2019 | 4 |
Title Boxing Club LLC | Stow, OH | Feb 2017 - Dec 2018 | 1 |
Papa John's International | Kent, OH | Feb 2017 - May 2017 | < 1 |
Title Boxing Club LLC | Stow, OH | Sep 2016 - Feb 2017 | < 1 |
Kent State University | Kent, OH | Aug 2014 - May 2016 | 1 |
Kent State University Department Of Computer Science | Kent, OH | Oct 2014 - Apr 2015 | < 1 |
East Ohio Camps: Camp Aldersgate | Carrollton, OH | May 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- OH
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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