Nathan
Dively
Innovative Adviser Solutions, LLC
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About this Advisor
Nathan Dively is a financial advisor who works in Seattle, Washington with a total of 2 years of relevant experience. Dively is on the advisory team at Innovative Adviser Solutions, LLC. Throughout their career, Dively has worked at Fremont Wine, Ambrosia Wine Group, Stomani Cellars, Riley Sexton Vintners, Genoa Cellars and Innovative Adviser Solutions, LLC. Dively maintains a Series 65 license, qualifying them as an investment advisor representative, and can work in California and Washington. Innovative Adviser Solutions, LLC is a registered investment firm that has its headquarters in Seattle, WA. The firm has offices in two locations and a total of 10 employees. It oversees $137 million in total assets between its 469 accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 469 customer accounts, 16% are held by high-net-worth clients who have more than $1 million in assets available to invest. Innovative Adviser Solutions, LLC offers a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial advisory services largely vary depending on the type of financial services provided. Fees charged by Innovative Adviser Solutions, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Innovative Adviser Solutions, LLC Brokerage Details
$137,194,184
10
469
$292,525
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Nathan Dively Work History
Nathan has been registered as a financial advisor for 2 years.*
Innovative Adviser Solutions, LLC
Genoa Cellars
Riley Sexton Vintners
Ambrosia Wine Group
Stomani Cellars
Fremont Wine
*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 Dively 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 Innovative Adviser Solutions, LLC
Seattle, WA
Seattle, WA
Seattle, WA
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