Nathan
Becker
Interactive Financial Advisors
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About this Advisor
Nathan Becker is a financial advisor based in Onalaska, Wisconsin, working with Interactive Financial Advisors. Nathan has previously held positions at Newport Group, Brooklight Place Securities, Inc, Fortune Financial Services, and Interactive Financial Advisors. Nathan has passed the Series 66, Series 63, and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, Nathan is part of Interactive Financial Advisors, which operates out of Onalaska, Wisconsin. The firm has 21 offices and 36 employees. The firm manages assets totaling $284.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Interactive Financial Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Interactive Financial Advisors Brokerage Details
$284,940,831
36
3,152
$90,400
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Nathan Becker Work History
Fortune Financial Services
Brooklight Place Securities, Inc
Interactive Financial Advisors
Newport Group
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
Kill Devil Hills, NC
Newport News, VA
Chicago, IL
Onalaska, WI
Great Falls, MT
New Lenox, IL
Heathsville, VA
El Reno, OK
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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