Nathan
Rock

The Huntington Investment Company

CRD#6633199
Investment Advisor
in Niles, MI

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About this Advisor

Nathan Rock is a financial advisor based in Niles, Michigan, working with The Huntington Investment Company. Nathan has previously held positions at Principal Life Insurance Company, Principal Securities Incorporated, Dominos Pizza, Northwestern Mutual, Hope College, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Tcf National Bank, and The Huntington Investment Company. Nathan has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Nathan is part of The Huntington Investment Company, which operates out of Niles, Michigan. The firm has 766 offices and 483 employees. The firm manages assets totaling $5.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at The Huntington Investment Company includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

Niles Main 407 East Main Street
Niles, MI 49120

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The Huntington Investment Company Brokerage Details

Total Assets Under Management

$5,196,750,113

MI Average: $2,106,341,625
Total Number of Employees

483

MI Average: 34
Total Number of Accounts

32,956

MI Average: 1,972
Average Account Size

$157,688

MI Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Nathan Rock Work History

2021 - Present (3 years)

The Huntington Investment Company

2019 - Present (5 years)

Cetera Investment Services LLC

2019 - Present (5 years)

Cetera Investment Advisers LLC

2019 - Present (5 years)

Tcf National Bank

2018 - 2019 (1 year)

Principal Life Insurance Company

2018 - 2019 (1 year)

Principal Securities Incorparated

2016 - 2017 (1 year)

Northwestern Mutual

2014 - 2018 (4 years)

Hope College

2008 - 2018 (10 years)

Dominos Pizza

Disclosures

Please visit the SEC profile of Nathan Rock to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Huntington Financial Advisors

Leonardo Gomez
Chicago, IL
Matthew Nutter
Lambertville, MI
Stephen Cotero
Brighton, MI
Heather Johancen
Twinsburg, OH
Zachary Smith
Cadiz, OH
Roger Ruz
Columbus, OH
Timothy Ferree
Akron, OH
Whitney Doubleday
Battle Creek, MI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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