Nathan H. Billeter

SIMPLE FINANCIAL

West Jordan, UT 84084

Some features on this profile are disabled

CRD#: 5139768

Professional summary

Nathan Hatch Billeter, who also goes by Nate Billeter, is a registered financial advisor currently at SIMPLE FINANCIAL, LLC located in West Jordan, Utah.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Nathan has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nate Billeter

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.

LEGACY INSURANCE AND FINANCIAL SERVICES/American Senior Benefits POSITION: Field Manager NATURE: Insurance and Financial Services for Seniors INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 06/01/2011 ADDRESS: 6671 South Redwood Rd., Ste 200, West Jordan UT 84084, United States DESCRIPTION: Run a business for insurance Advisor Name: Nathan Billeter Name: Billeter Enterprises, LLC. Investment related: No Address: 2025 East Twin View Drive Salt Lake City Utah 84109 Nature: Entity for Tax and Liability purposes Position: Field Manager Start date: 06/13/2011 hours/month:160+ hours during securities trading hours: 8am 5pm MST Duties: Prospecting/client retention/getting new business

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Hatch Billeter'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®

None

Experience

Current

March 24, 2023 - Present

SIMPLE FINANCIAL, LLC

Office #1: 6671 S Redwood Road Suite 200, West Jordan, UT 84084

RIA

CRD#: 321616

West Jordan, UT

Past

August 14, 2020 - December 31, 2022

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

West Jordan, UT

Past

September 4, 2019 - August 12, 2020

LINCOLN INVESTMENT

RIA

CRD#: 519

West Jordan, UT

Past

September 4, 2019 - August 12, 2020

CAPITAL ANALYSTS

RIA

CRD#: 162200

West Jordan, UT

Past

November 17, 2017 - June 17, 2019

LEGACY WEALTH MANAGEMENT, LLC

RIA

CRD#: 174767

West Jordan, UT

Past

March 8, 2017 - May 9, 2017

AVELLINO FINANCIAL ADVISORS, INC.

RIA

CRD#: 164805

West Jordan, UT

Past

December 2, 2016 - May 9, 2017

FOREST SECURITIES,INC.

CRD#: 16255

West Jordan, UT

Past

September 6, 2006 - May 21, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

MIDVALE, UT

Past

September 6, 2006 - May 21, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MIDVALE, UT

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

Utah
(3/24/2023)

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 66

Date: 3/2/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 5/9/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/24/2016

General Securities Representative Examination

Current Firm

SIMPLE FINANCIAL, LLC

CRD#: 321616 / SEC#:

Idaho

Registered Investment Advisory firm - (4/11/2023 Approved)

Nevada

Registered Investment Advisory firm - (7/11/2025 Approved)

Oregon

Registered Investment Advisory firm - (3/27/2023 Approved)

Utah

Registered Investment Advisory firm - (3/24/2023 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

6671 S Redwood Road Suite 200, West Jordan, UT 84084

Mailing Address

Phone number

(801) 707-2032

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Reuben Rowley

EAGLE STRATEGIES LLC

IAR

AMERICAN FORK, UT

Neal Hansen

NET WORTH ADVISORY GROUP, LLC

IAR

Sandy, UT

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Nathan H. Billeter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Hatch Billeter's CRS (Customer Relationship Summary).

Certified licenses

Experience

SIMPLE FINANCIAL, LLC

GRADIENT ADVISORS, LLC

LINCOLN INVESTMENT

CAPITAL ANALYSTS

LEGACY WEALTH MANAGEMENT, LLC

AVELLINO FINANCIAL ADVISORS, INC.

FOREST SECURITIES,INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/2/2017

SIE

Date: 5/9/2017

Series 7

Date: 10/24/2016

Current Firm

SIMPLE FINANCIAL, LLC

Contact information

Documents

Red Flags

Company Information

SIMPLE FINANCIAL, LLC

TRUST BUT VERIFY

Similar Advisors