Nathan J. Whitson

MANER WEALTH

Lansing, MI 48912

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CRD#: 4816543

Professional summary

Nathan Jeffrey Whitson, who also goes by Nate Whitson, is a registered financial advisor currently at MANER WEALTH located in Lansing, Michigan.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Nathan has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nate Whitson

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.

INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES; SPENDS LESS THAN 5 HRS/MONTH AND 2.5 HRS/DURING TRADING. HOBBY HOUSE RENTALS & RETREATS; NON-INVESTMENT RELATED; CHARLOTTE, MI; OWNER; SPENDS 0 HOURS PER MONTH; MANAGES PERSONALLY OWNED RENTAL PROPERTIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Jeffrey Whitson's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 21, 2020 - Present

MANER WEALTH

Office #1: 2425 E. Grand River Ave. Ste. 1, Lansing, MI 48912

RIA

CRD#: 308146

Lansing, MI

Past

August 16, 2018 - November 5, 2020

TRIAD ADVISORS LLC

CRD#: 25803

East Lansing, MI

Past

August 7, 2018 - February 5, 2021

MICHIGAN MONEY MANAGEMENT ADVISERS, LLC

RIA

CRD#: 173780

EAST LANSING, MI

Past

March 15, 2012 - November 3, 2016

INVEST FINANCIAL CORPORATION

RIA

CRD#: 12984

E. Lansing, MI

Past

June 17, 2004 - November 3, 2016

INVEST FINANCIAL CORPORATION

CRD#: 12984

E. Lansing, MI

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".

MANER WEALTH

MANER WEALTH | MANER WEALTH, LLC

CRD#: 308146 / SEC#: 801-129866

RIA

Registered Investment Advisory firm - (4/15/2024 Approved)

Michigan

Registered Investment Advisory firm - (9/17/2024 Terminated)

Wisconsin

Registered Investment Advisory firm - (9/10/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Michigan
(10/21/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/2/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/19/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/16/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MANER WEALTH

MANER WEALTH | MANER WEALTH, LLC

CRD#: 308146 / SEC#: 801-129866

RIA

Registered Investment Advisory firm - (4/15/2024 Approved)

Michigan

Registered Investment Advisory firm - (9/17/2024 Terminated)

Wisconsin

Registered Investment Advisory firm - (9/10/2024 Terminated)

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Contact information

Main Address

2425 E. Grand River Ave. Ste. 1, Lansing, MI 48912

Mailing Address

Phone number

(517) 323-7500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MANER WEALTH ADV 2A - FIRM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,131
AUM (Assets Under Management)	$ 248,311,988

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.

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Firm Stability Insights

Nathan J. Whitson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Jeffrey Whitson's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIAD ADVISORS LLC

MICHIGAN MONEY MANAGEMENT ADVISERS, LLC

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

Primary Firm SEC Registration

MANER WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 3/2/2012

Series 63

Date: 6/19/2004

SIE

Date: 10/1/2018

Series 6

Date: 6/16/2004

Current Firm

MANER WEALTH

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MANER WEALTH

TRUST BUT VERIFY

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