Nathan
Haberman

Trajan Wealth, L.L.C

CRD#6256605
Investment Advisor
in Edmond, OK

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About this Advisor

Nathan Haberman is a financial advisor based in Edmond, Oklahoma, working with Trajan Wealth, L.L.C. Nathan has previously held positions at Arvest Asset Management, Arvest Bank, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Rcb Wealth Management, Cetera Investment Services LLC, Cetera Investment Advisers LLC, and Trajan Wealth, LLC. Nathan has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma. Currently, Nathan is part of Trajan Wealth, L.L.C, which operates out of Edmond, Oklahoma. The firm has 28 offices and 102 employees. The firm manages assets totaling $1.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers, and educational seminars. The fee structure at Trajan Wealth, L.L.C includes asset-based, performance-based, and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Performance-based Fees, Others

Office Location

Edmond, OK

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Trajan Wealth, L.L.C Brokerage Details

Total Assets Under Management

$1,365,393,876

OK Average: $1,555,372,352
Total Number of Employees

102

OK Average: 37
Total Number of Accounts

13,372

OK Average: 1,370
Average Account Size

$102,108

OK Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Selection of other advisers
  • Educational seminars/workshops

Nathan Haberman Work History

2022 - Present (3 years)

Trajan Wealth, LLC

2020 - 2022 (2 years)

Trajan Wealth, LLC

2019 - 2020 (1 year)

Cetera Investment Services LLC

2019 - 2020 (1 year)

Cetera Investment Advisers LLC

2016 - 2019 (3 years)

Raymond James Financial Services, Inc

2016 - 2019 (3 years)

Raymond James Financial Services Advisors Inc

2016 - 2020 (4 years)

Rcb Wealth Management

2013 - 2016 (3 years)

Arvest Asset Management

2011 - 2016 (5 years)

Arvest Bank

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Disclosures

Please visit the SEC profile of Nathan Haberman 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 Trajan Wealth, L.L.C

Trevor Stauffer
Scottsdale, AZ
Cody Hall
Austin, TX
Christopher Johnson
Scottsdale, AZ
Kerry Devaughn
Land O Lakes, FL
Peter Reilly
Scottsdale, AZ
Daniel Harmeyer
Scottsdale, AZ
Samuel Gabrielson
Scottsdale, AZ
Arrin Simpson
Scottsdale, AZ

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.

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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.

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