Nathan Derks (CRD# 5008765) is an Investment Advisor Representative working at Landolt Securities, Inc. in West Bend, WI and has over 14 years of experience in the finance industry.
CRD# 5809177
Osaic Wealth, Inc.
CRD# 2186552
Commonwealth Financial Network
CRD# 2042816
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Landolt Securities, Inc. | Antioch, IL | Sep 2017 - Current | 6 |
| The Investment Center Inc. | Pewaukee, WI | Apr 2013 - Sep 2017 | 4 |
| Ic Advisory Services Inc. | Pewaukee, WI | Apr 2013 - Sep 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2010 |
| S66 | NASAA Uniform Combined State Law Examination | May 2012 |
- WI
-
Total Assets Under Management96MILLIONS
-
Total Number of Accounts136ACCOUNTS
-
Average Account Value$708,532
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
IL, IN, NC, OH, TX, WI, WY
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