Nathan Magdanz
Professional Summary
Nathan Magdanz, who also goes by Nathan E Magdanz, Nathan Edward Magdanz, is a registered financial advisor currently at CONVERGENCE ADVISORY GROUP located in Omaha, Nebraska. Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Nathan has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Nathan E Magdanz, Nathan Edward Magdanz
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Videos & Posts
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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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Disclosures on record.
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Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
CONVERGENCE ADVISORY GROUP | CONVERGENCE WEALTH, LLC | CONVERGENCE WEALTH
Contact Information
Main Address
12020 Shamrock Plaza Suite 100, Omaha, NE 68154Phone Number
(402) 991-5600# of Employees
6Documents
Regulatory Assets Under Management
Total Number of Accounts
612AUM (Assets Under Management)
$104,549,298Similar Advisors
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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.
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State Registrations and Notice Filings
(10/7/2020)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Nathan Magdanz's CRS (Customer Relationship Summary).
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