Nathan
Schultz
Smith, Moore & Co
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About this Advisor
Nathan Schultz is a financial advisor based in Effingham, Illinois, working with Smith, Moore & Co. Nathan has previously held positions at Smith Moore, Holy Cow Beef Snacks, Mckendree University, St. Anthony High School, and St. Anthony School. Nathan has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Nathan is part of Smith, Moore & Co, which operates out of Effingham, Illinois. The firm has 10 offices and 65 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Smith, Moore & Co includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Smith, Moore & Co Brokerage Details
$1,705,976,563
65
4,988
$342,016
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Nathan Schultz Work History
Smith Moore
Holy Cow Beef Snacks
Smith Moore
Smith Moore
Mckendree University
St. Anthony High School
St. Anthony School
Disclosures
Please visit the SEC profile of Nathan Schultz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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