Nathan
Whitson

Maner Wealth

CRD#4816543
Investment Advisor
in Lansing, MI

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About this Advisor

Nathan Whitson is a financial advisor based in Lansing, Michigan, working with Maner Wealth. Nathan has previously held positions at Lambright Flooring, Njw Coaching, Michigan Money Management Advisers, LLC, Maner Wealth, LLC, Triad Advisors, LLC, and Invest Financial Corp. Nathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Nathan is part of Maner Wealth, which operates out of Lansing, Michigan. The firm has 1 office and 6 employees. The firm manages assets totaling $172.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Maner Wealth includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2425 E. Grand River Ave. Ste. 1
Lansing, MI 48912

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Maner Wealth Brokerage Details

Total Assets Under Management

$172,694,110

MI Average: $943,424,332
Total Number of Employees

6

MI Average: 21
Total Number of Accounts

894

MI Average: 1,586
Average Account Size

$193,170

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Nathan Whitson Work History

2020 - Present (4 years)

Maner Wealth, LLC

2018 - 2020 (2 years)

Michigan Money Management Advisers, LLC

2018 - 2020 (2 years)

Triad Advisors, LLC

2017 - 2018 (1 year)

Lambright Flooring

2017 - 2018 (1 year)

Njw Coaching

2004 - 2016 (12 years)

Invest Financial Corp

Disclosures

Please visit the SEC profile of Nathan Whitson 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 Maner Wealth

Michael Nordmann
Oshkosh, WI
Steven Guipe
Lansing, MI
Nathan Whitson
Lansing, MI
Richard Tanke
Lansing, 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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