Nathan
Van Bortel
Commonwealth Financial Network
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About this Advisor
Nathan Van Bortel is a financial advisor operating in Canandaigua, New York, with 2 years of industry experience. Van Bortel works at Commonwealth Financial Network. Over the course of their career, Van Bortel has held roles at Canandaigua National Bank, Obs Brokerage Services, Inc, Cetera Investment Serviecs LLC, Canandaigua Financial Group and Commonwealth Financial Group. Van Bortel has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New York. Commonwealth Financial Network is an advisory firm that has its headquarters in Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 financial advisors. It has $146 billion in assets under management across its 585,629 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 2,108 charities and foundations. Of its 585,629 customer accounts, just 4% belong to high-net-worth individuals who have at least $1 million in assets. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fees usually depend on which service is provided. However, fee types billed by Commonwealth Financial Network likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$146,387,007,862
4,300
585,629
$249,965
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Nathan Van Bortel Work History
Nathan has been registered as a financial advisor for 2 years.*
Canandaigua Financial Group
Commonwealth Financial Group
Cetera Investment Serviecs LLC
Obs Brokerage Services, Inc
Canandaigua National Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nathan Van Bortel 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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The content in this profile was updated by SmartAsset on 4/16/2023. 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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