Nathan
Schaefer

Ausdal Financial Partners, Inc

CRD#6526509
Investment Advisor
in Huron, OH

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About this Advisor

Nathan Schaefer is a financial advisor who works out of Huron, Ohio who has 7 years of relevant experience. Schaefer is on the advisory team at Ausdal Financial Partners, Inc. Their career trajectory has included roles at Ausdal Financial Partners, Inc, University Of Dayton, City Of Dayton Public Works Department, Sawmill Creek Resort, Thomas Schaefer and The Volstead Bar. Schaefer has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in California, Colorado, Florida, Ohio and Texas. Ausdal Financial Partners, Inc is a business that has its headquarters in Davenport, IA. It has offices in 125 locations and a total of 325 people on staff. It controls $1 billion in assets between its 8,303 accounts, making it one of the largest firms in the United States by assets under management. The firm serves eight charities and foundations. Of its 8,303 accounts, 22% are associated with high-net-worth clients who have at least $1 million in investable assets. Ausdal Financial Partners, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors are based on which services are provided. Fees charged by Ausdal Financial Partners, Inc likely include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

Huron, OH

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Ausdal Financial Partners, Inc Brokerage Details

Total Assets Under Management

$1,415,697,036

OH Average: $9,259,360,772
Total Number of Employees

325

OH Average: 166
Total Number of Accounts

8,303

OH Average: 7,189
Average Account Size

$170,504

OH Average: $1,287,990

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
  • Other

Nathan Schaefer Work History

Nathan has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

Ausdal Financial Partners, Inc

2015 - Present (9 years)

Thomas Schaefer

2018 - 2020 (2 years)

The Volstead Bar

2014 - 2014 (< 1 year)

Sawmill Creek Resort

2014 - 2015 (1 year)

University Of Dayton

2013 - 2014 (1 year)

City Of Dayton Public Works Department

2012 - 2014 (2 years)

University Of Dayton

*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 Schaefer 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 Ausdal Financial Partners, Inc

Heidi Burgoyne
Downers Grove, IL
Brandon Hurckes
East Peoria, IL
Robert Karstenson
Palatine, IL
Michael Mann
Downers Grove, IL
Dennis Lipoff
Davenport, IA
Christopher Buti
Davenport, IA
Kevin Newman
Oak Brook, IL
Jeff Sondhelm
Davenport, IA

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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