Nathan
Wyatt

Lpl Financial LLC

CRD#4205259
Investment Advisor
in Gothenburg, NE

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About this Advisor

Nathan Wyatt is a financial advisor based in Gothenburg, Nebraska, working with Lpl Financial LLC. Nathan has previously held positions at Securities America, Inc, D/B/A The Investment Service Center, Gothenburg Improvement Company, Securities America Advisors, Inc, Gothenburg Public Schools, Nathan Wyatt, Flatwater Bank, and Lpl Financial LLC. Nathan has passed the Series 66 regulatory exam and is registered to provide services in Nebraska and Texas. Currently, Nathan is part of Lpl Financial LLC, which operates out of Gothenburg, Nebraska. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

900 Lake Avenue,
Gothenburg, NE 69138

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

NE Average: $646,059,043
Total Number of Employees

35,841

NE Average: 13
Total Number of Accounts

1,910,545

NE Average: 661
Average Account Size

$242,588

NE Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Nathan Wyatt Work History

2024 - Present (1 year)

Flatwater Bank

2024 - Present (1 year)

Lpl Financial LLC

2012 - Present (13 years)

Gothenburg Improvement Company

2006 - Present (19 years)

Gothenburg Public Schools

2001 - Present (24 years)

D/B/A The Investment Service Center

2001 - Present (24 years)

Nathan Wyatt

2005 - 2024 (19 years)

Securities America Advisors, Inc

2004 - 2024 (20 years)

Securities America, Inc

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Disclosures

Please visit the SEC profile of Nathan Wyatt 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 Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Elizabeth Brennan
Fort Mill, SC
Amanda Murray
Cohasset, MA
Charles Christy
Metairie, LA
Gregory Peebles
Dublin, CA
Philip Reed
South Portland, ME
Paul Wallin
San Antonio, TX
Yixuan Cheng
Austin, TX

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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