Nathan
Becker
Interactive Financial Advisors
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About this Advisor
Nathan Becker is a financial advisor working in Onalaska, Wisconsin, who has 3 years of relevant experience. Becker works at Interactive Financial Advisors. Their career trajectory has included roles at Kaplan, Newport Group, Brooklight Place Securities, Inc, Interactive Financial Advisors and Fortune Financial Services. Becker has Series 66, Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Wisconsin. Interactive Financial Advisors is an advisory company operating out of New Lenox, IL. It has offices in 23 locations and a total of 37 financial advisors. It handles $278 million in total assets between its 3,090 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 3,090 accounts, just 1% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically vary depending on the type of financial services. However, fees billed by Interactive Financial Advisors can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Interactive Financial Advisors Brokerage Details
$278,271,719
37
3,090
$90,056
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Nathan Becker Work History
Nathan has been registered as a financial advisor for 3 years.*
Fortune Financial Services
Brooklight Place Securities, Inc
Interactive Financial Advisors
Newport Group
Kaplan
*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 Becker 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 Interactive Financial Advisors
Chicago, IL
Heathsville, VA
Pahrump, NV
El Reno, OK
Onalaska, WI
New Lenox, IL
Warrenton, VA
Fairfax, VA
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