Nathan Jeffrey Whitson
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Nate Whitson
Similar Advisors
FOGUTH WEALTH MANAGEMENT, LLC.
Videos & Posts
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FOGUTH WEALTH MANAGEMENT, LLC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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FOGUTH WEALTH MANAGEMENT, LLC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
FOGUTH WEALTH MANAGEMENT, LLC.
Years of Experience
22 years in the financial services industry
Current & Past Employments
Current
Past
Similar Advisors
FOGUTH WEALTH MANAGEMENT, LLC.
Current Firm
MANER WEALTH | MANER WEALTH, LLC
Contact Information
Main Address
2425 E. Grand River Ave. Ste. 1, Lansing, MI 48912Phone Number
(517) 323-7500# of Employees
3SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,256AUM (Assets Under Management)
$299,490,655Similar Advisors
FOGUTH WEALTH MANAGEMENT, LLC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
FOGUTH WEALTH MANAGEMENT, LLC.
Primary Firm SEC Registration
MANER WEALTH | MANER WEALTH, LLC
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 2004About the Series 6 examSimilar Advisors
FOGUTH WEALTH MANAGEMENT, LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Jeffrey Whitson's CRS (Customer Relationship Summary).
Similar Advisors
FOGUTH WEALTH MANAGEMENT, LLC.
