NR
Nathaniel H. Running
STRATEGIC WEALTH GROUP
Eden Prairie, MN 55347
Some features on this profile are disabled
CRD#: 3100767
NR
Professional summary
Nathaniel Hvid Running, CFP® is a registered financial advisor currently at STRATEGIC WEALTH GROUP located in Eden Prairie, Minnesota and LPL FINANCIAL LLC located in Eden Prairie, Minnesota.
Nathaniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Nathaniel has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7, Series 6, Series 24 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 08/02/2016 - NATHANIEL RUNNING/ NON-VARIABLE INSURANCE/ 5%/ Eden Prairie, MN 2. 08/02/2016 - AP VENTURE LLC/ REAL ESTATE RENTAL/ 1%/ Eden Prairie, MN 3. 08/02/2016 - GEN ONE LLC/ BUSINESS OWNER/ 2%/ Eden Prairie, MN 4. 08/02/2016 - CASCO VENTURES LLC/ BUSINESS OWNER/ 5%/Eden Prairie, MN 5. 08/02/2016 - WATERMARK ENHANCED SUITES OF FRIDLEY, LLC/ BUSINESS OWNER/ 2%/ Eden Prairie, MN 6. 08/23/2016: STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISORS, LLC - Registered Investment Advisor - INV REL Eden Prairie, MN- Start 07/18/2016 - 50% Time Spent - IAR. 7. 7/18/2018 - STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISORS, LLC - DBA: (Hybrid) Strategic Wealth Group RIA, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 07/18/2016 - 80 Hours Per Month/20 Hours During Securities Trading - Time Spent 50% - I provide investment advisory services through Strategic Wealth Group RIA, LLC, an independent investment advisor firm. I started this business activity in 07/2016. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8. 12/12/2018 - Watermark Senior Living Community of Golden Valley - Investment Related - Location: TBD - Other-Business Owner - Started 10/01/2018 - 2 Hours Per Month During Securities Trading. 9. 12/12/2018 - Harbor Health Management - Investment Related - 5300 4th Street NE Fridley, MN 55432 - Business Entity For Tax/Investment Purposes Only - Started 08/01/2018 - 2 Hours Per Month During Securities Trading - Manage the day-to-day operations of Watermark Enhanced care Suites. 10. 9/9/2021 - Aikin Real Assets, LLC - Investment Related - Aitkin MN 56431 - Real Estate Rental - Start Date: 09/15/2021 - 2 Hours Per Month During Securities Trading - A senior building rented to Aitkin Ops, LLC. 11. 9/9/2021 - Aitkin Ops, LLC - Investment Related - 11 Minnesota Ave S. Aitkin, MN 56431 - Other-Business Owner - Start Date: 09/15/2021 - 2 Hours Per Month During Securities Trading. 12. 03/22/2022 - Terrey Pines, LLC - Investment Related - Eden Prairie, MN 55347 - Real Estate Rental - Start Date - 02/22/2022 - 1 Hours Per Month/1 Hours During Securities. 13. 04/26/2022 - Strategic Wealth Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 04/25/2022 - 35 Hours Per Month/35 Hours During Securities. 14. 12/28/2022 - Strategic Tax Services - Not Investment Related - At Reported Business Location (s) - Tax Prep/Accounting/CPA - Owner - Start Date - 02/08/2021 - 5 Hours Per Month/1 Hours During Securities Trading 15. 03/18/2024 - Fish Daddy Outdoors, LLC - Non-Inv Related - Excelsior, MN - Other - Manufacturing - Minority Investor - Started: 5/15/2023 - 1 Hr/Mo; 0 Hr During Trading. 16. 06/26/2024 - FDO, LLC - Inv Related - Lester Prairie, MN - Real Estate Rental - Started: 5/31/2024 - 1 Hr/Mo; 0 Hr During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Nathaniel Hvid Running's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2002
Experience
Current
August 11, 2016 - Present
STRATEGIC WEALTH GROUP
Office #1: 7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347RIA
CRD#: 284430
Eden Prairie, MN
Current
August 2, 2016 - Present
LPL FINANCIAL LLC
Office #1: 7820 Terrey Pine Court #200, Eden Prairie, MN 55347RIA
BD
CRD#: 6413
Eden Prairie, MN
Past
August 29, 2017 - October 6, 2020
LPL FINANCIAL LLC
RIA
CRD#: 6413
MINNETONKA, MN
Past
August 10, 2012 - August 11, 2016
CETERA ADVISORS LLC
RIA
CRD#: 10299
MINNETONKA, MN
Past
August 10, 2012 - August 11, 2016
CETERA ADVISORS LLC
BD
CRD#: 10299
MINNETONKA, MN
Past
September 15, 2008 - September 12, 2012
LPL FINANCIAL LLC
RIA
CRD#: 6413
ST. LOUIS PARK, MN
Past
June 23, 2003 - December 31, 2007
LPL FINANCIAL LLC
RIA
CRD#: 6413
ST. LOUIS PARK, MN
Past
October 11, 2001 - September 12, 2012
LPL FINANCIAL LLC
BD
CRD#: 6413
ST. LOUIS PARK, MN
Past
August 31, 1998 - October 12, 2001
LUTHERAN BROTHERHOOD SECURITIES CORP.
BD
CRD#: 4205
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
STRATEGIC WEALTH GROUP
ARCH ASSET MANAGEMENT | VALOR FINANCIAL PARTNERS, LLC | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISORS, LLC | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC | STRATEGIC WEALTH GROUP | STONECREEK FINANCIAL | SALT FINANCIAL | RUNNING WEALTH MANAGEMENT GROUP | RJ ADVISORS CO. | INTEGRATED CAPITAL PARTNERS LLC | FIDUCIARY MANAGEMENT GROUP INC. | DOYLE & ASSOCIATES | DITTRICH FINANCIAL GROUP | DAVID PETERSON, CFP | BOYUM BARENSCHEER WEALTH MANAGEMENT
CRD#: 284430 / SEC#: 801-108208
RIA
Registered Investment Advisory firm - (8/2/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/24/2017)
RR
Alaska(8/23/2017)
RR
Arizona(8/2/2016)
RR
Arkansas(8/30/2017)
RR
California(8/2/2016)
RR
Colorado(8/2/2016)
RR
Connecticut(5/16/2019)
RR
Delaware(2/3/2022)
RR
District of Columbia(8/2/2016)
RR
Florida(8/2/2016)
RR
Georgia(8/15/2016)
RR
Hawaii(8/12/2016)
RR
Idaho(8/2/2016)
RR
Illinois(8/3/2016)
RR
Indiana(8/2/2016)
RR
Iowa(8/2/2016)
RR
Kansas(11/8/2017)
RR
Kentucky(8/15/2016)
RR
Louisiana(11/3/2017)
RR
Maine(8/3/2016)
RR
Maryland(8/2/2016)
RR
Massachusetts(8/5/2016)
RR
Michigan(8/2/2016)
RR
Minnesota(8/11/2016)
IAR
Minnesota(8/11/2016)
RR
Mississippi(1/20/2022)
RR
Missouri(8/2/2016)
RR
Montana(8/2/2016)
RR
Nebraska(8/2/2016)
RR
Nevada(8/2/2016)
RR
New Jersey(1/4/2022)
RR
New Mexico(8/2/2016)
RR
New York(8/2/2016)
RR
North Carolina(8/12/2016)
RR
North Dakota(8/2/2016)
RR
Ohio(8/2/2016)
RR
Oklahoma(8/26/2016)
RR
Oregon(8/2/2016)
RR
Pennsylvania(8/2/2016)
RR
South Carolina(9/26/2016)
RR
South Dakota(8/15/2016)
RR
Tennessee(5/9/2019)
RR
Texas(8/2/2016)
IAR
Texas(8/11/2016)
RR
Utah(8/2/2016)
RR
Vermont(7/3/2019)
RR
Virginia(8/2/2016)
RR
Washington(8/12/2016)
RR
West Virginia(1/27/2022)
RR
Wisconsin(8/2/2016)
RR
Wyoming(9/11/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SW
STRATEGIC WEALTH GROUP
ARCH ASSET MANAGEMENT | VALOR FINANCIAL PARTNERS, LLC | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISORS, LLC | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC | STRATEGIC WEALTH GROUP | STONECREEK FINANCIAL | SALT FINANCIAL | RUNNING WEALTH MANAGEMENT GROUP | RJ ADVISORS CO. | INTEGRATED CAPITAL PARTNERS LLC | FIDUCIARY MANAGEMENT GROUP INC. | DOYLE & ASSOCIATES | DITTRICH FINANCIAL GROUP | DAVID PETERSON, CFP | BOYUM BARENSCHEER WEALTH MANAGEMENT
CRD#: 284430 / SEC#: 801-108208
RIA
Registered Investment Advisory firm - (8/2/2016 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347
Mailing Address
Phone number
(952) 843-4944
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,029 |
| AUM (Assets Under Management) | $ 1,029,281,614 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
