Nathan A. Krampe
Professional summary
Nathan Andrew Krampe, CFP®, CPWA®, who also goes by Nathan Krampe, is a registered financial advisor currently at LIONS WEALTH MANAGEMENT located in St Louis Park, Minnesota.
Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Nathan has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Andrew Krampe's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2013
Experience
March 28, 2019 - Present
LIONS WEALTH MANAGEMENT
Office #1: 1600 Utica Avenue South Suite 900, St Louis Park, MN 55416May 28, 2014 - March 28, 2019
SUMMIT INVESTMENT ADVISORY SERVICES
January 21, 2014 - October 28, 2015
LPL FINANCIAL LLC
June 11, 2007 - April 15, 2019
LPL FINANCIAL LLC
May 22, 2006 - December 20, 2006
WOODBURY FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/28/2019)
Exams
Current Firm
LIONS WEALTH MANAGEMENT
CRD#: 300393 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 486 |
| AUM (Assets Under Management) | $ 79,700,000 |
Red Flags
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