Nathan
Oltmans

The Strategic Financial Alliance, Inc

CRD#5421975
Investment Advisor
in Raleigh, NC
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About this Advisor

Nathan Oltmans is a certified financial planner who is based out of Raleigh, North Carolina. Currently a registered financial advisor at The Strategic Financial Alliance, Inc, they have accrued 11 years of work experience. Oltmans maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Oltmans can work with investors in North Carolina and Texas. Their career trajectory has included roles at Cornerstone Wealth Management and The Strategic Financial Alliance, Inc. The Strategic Financial Alliance, Inc is headquartered in Raleigh, North Carolina, and has 52 additional brick-and-mortar locations in the United States. As a company, The Strategic Financial Alliance, Inc oversees $854 million in assets dispersed across 4,791 client accounts and employs more than 121 people. The level of assets currently under the firm's management makes it one of the larger financial advisory firms in the nation. The firm manages 550 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 14% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. The Strategic Financial Alliance, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

2301 Stonehenge Drive 210
Raleigh, NC 27615

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The Strategic Financial Alliance, Inc Brokerage Details

Total Assets Under Management

$854,330,582

NC Average: $3,570,121,308
Total Number of Employees

121

NC Average: 58
Total Number of Accounts

4,791

NC Average: 1,608
Average Account Size

$178,320

NC Average: $2,220,225

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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
  • Educational seminars/workshops

Nathan Oltmans Work History

Nathan has 11 years of experience.

2007 - Present (12 years)

Cornerstone Wealth Management

2007 - Present (12 years)

The Strategic Financial Alliance, Inc

Disclosures

Nathan Oltmans has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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