Nathaniel
Burt
Wealth Management
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About this Advisor
Nathaniel Burt is a financial advisor based in Richland, Washington, working with Wealth Management. Nathaniel has previously held positions at Epic Trust Financial Group, Burt Tax And Accounting, Clearwater Analytics, Boise State University, and Wealth Management Nebraska. Nathaniel is registered to provide services in Nebraska and Washington. Currently, Nathaniel is part of Wealth Management, which operates out of Richland, Washington. The firm has 29 offices and 60 employees. The firm manages assets totaling $2.8 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, pension consulting services, publication of newsletters, educational seminars, and other services. The fee structure at Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealth Management Brokerage Details
$2,782,818,058
60
3,482
$799,201
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Nathaniel Burt Work History
Wealth Management Nebraska
Epic Trust Financial Group
Burt Tax And Accounting
Clearwater Analytics
Boise State University
Disclosures
Please visit the SEC profile of Nathaniel Burt 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 Wealth Management
Norfolk, NE
Norfolk, NE
Seward, NE
Kimball, NE
Richland, WA
Seward, NE
Mundelein, IL
Saint Louis, MO
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