Nathan
Schaefer

Ausdal Financial Partners, Inc

CRD#6526509
Investment Advisor
in Huron, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Nathan Schaefer is a financial advisor based in Huron, Ohio, working with Ausdal Financial Partners, Inc. Nathan has previously held positions at Ausdal Financial Partners, Inc, Sawmill Creek Resort, University Of Dayton, Thomas Schaefer, and The Volstead Bar. Nathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Colorado, Florida, Ohio, and Texas. Currently, Nathan is part of Ausdal Financial Partners, Inc, which operates out of Huron, Ohio. The firm has 86 offices and 317 employees. The firm manages assets totaling $1.5 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, selection of other advisers, and other services. The fee structure at Ausdal Financial Partners, Inc includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 63, Series 65

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Ausdal Financial Partners, Inc Brokerage Details

Total Assets Under Management

$1,533,931,190

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

317

OH Average: 166
Total Number of Accounts

8,079

OH Average: 7,189
Average Account Size

$189,866

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

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

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

Kevin Leet
Louisville, KY
Tyler Anderson
Downers Grove, IL
Sarah Werner
Downers Grove, IL
Amy Marker
Downers Grove, IL
Max Birkinbine
Saint Paul, MN
Nathan Schaefer
Huron, OH
Kasey Reed
Orland Park, IL
Ryan Dau
Saint Paul, MN

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started