Nathan
Creviston
Lincoln Investment
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About this Advisor
Nathan Creviston is a certified financial planner and chartered financial consultant based out of Beachwood, Ohio, with 5 years of industry experience. Creviston works at Lincoln Investment. During their career, Creviston has held roles at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, Miami University, Bradley Weeks, Timothy C Miller, Northwestern Mutual Wealth Management Company, Capital Advisors, LTD and Lincoln Investment Planning. Creviston maintains a Series 63 license, which qualifies them as a securities agent, and can work in Ohio. Lincoln Investment is a financial advisory firm headquartered in Fort Washington, PA. The company has offices in 354 locations and a total of 1,294 employees. It administers $15 billion in assets under management between its 200,217 accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 36 charitable organizations. Of its 200,217 client accounts, just 2% are held by high-net-worth investors who have more than $1 million in assets. Lincoln Investment offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules usually depend on which services the firm provides the client. However, fee types billed by Lincoln Investment can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lincoln Investment Brokerage Details
$15,355,839,022
1,294
200,217
$76,696
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
Nathan Creviston Work History
Nathan has been registered as a financial advisor for 5 years.*
Capital Advisors, LTD
Lincoln Investment Planning
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services LLC
Timothy C Miller
Bradley Weeks
Northwestern Mutual Life Insurance Company
Miami University
Miami University
*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 Creviston 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 Lincoln Investment
Iselin, NJ
Horsham, PA
Maria Stein, OH
Renton, WA
Lombard, IL
Blackwood, NJ
Stevensville, MI
Fort Washington, PA
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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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.
