NG
Nathan Geraci
NOVADIUS WEALTH MANAGEMENT
Overland Park, KS 66210
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CRD#: 5606495
NG
Professional summary
Nathan Geraci is a registered financial advisor currently at NOVADIUS WEALTH MANAGEMENT located in Overland Park, Kansas.
Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Nathan has worked at 1 firm and has passed the Series 65 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
ETF STORE FINANCIAL SERVICES LLC; NON-INVESTMENT RELATED BUSINESS; 7300 W. 110TH ST STE 870, OVERLAND PARK, KS 66210; A WIDE-RANGE OF INSURANCE SOLUTIONS ARE OFFERED TO CLIENTS THROUGH ETF STORE FINANCIAL SERVICES LLC; MR. GERACI HAS OPERATED AS AN INSURANCE PRODUCER WITH ETF STORE FINANCIAL SERVICES LLC SINCE 10/13/2010; APPROX. 5 HOURS/MONTH. THE ETF INSTITUTE INC; NON-INVESTMENT RELATED BUSINESS; 7300 W. 110TH ST STE 870, OVERLAND PARK, KS 66210; PROFESSIONAL ETF EDUCATION & CERTIFICATION WEBSITE; PRESIDENT; MR. GERACI OVERSEES OPERATIONS & HELPS TO PROVIDE CONTENT SINCE 5/17/2017; APPROX. 10 HOURS/MONTH. OTR MEDIA LLC; NON-INVESTMENT RELATED BUSINESS; 15544 EBY ST, OVERLAND PARK, KS 66221; MEDIA COMPANY PROVIDING ONLINE CONTENT TO INCLUDE PODCASTS, BLOGS, & VIDEO SINCE 9/1/2024; OWNER; MR. GERACI SOLELY PRODUCES OR OTHERWISE CONTRIBUTES TO THE VARIOUS CONTENT; APPROX. 15 HOURS/MONTH.
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Geraci'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®
NoneExperience
Current
November 26, 2008 - Present
NOVADIUS WEALTH MANAGEMENT
Office #1: 7300 West 110th Street Suite 870, Overland Park, KS 66210RIA
CRD#: 148229
Overland Park, KS
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".
NW
NOVADIUS WEALTH MANAGEMENT
NOVADIUS WEALTH MANAGEMENT | THE ETF STORE, LLC | THE ETF STORE, INC.
CRD#: 148229 / SEC#: 801-112654
RIA
Registered Investment Advisory firm - (3/16/2018 Approved)Illinois
Registered Investment Advisory firm - (3/20/2018 Terminated)Kansas
Registered Investment Advisory firm - (4/27/2018 Terminated)Louisiana
Registered Investment Advisory firm - (5/1/2018 Terminated)Missouri
Registered Investment Advisory firm - (4/27/2018 Terminated)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
Kansas(1/6/2009)
IAR
Texas(10/30/2025)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
NW
NOVADIUS WEALTH MANAGEMENT
NOVADIUS WEALTH MANAGEMENT | THE ETF STORE, LLC | THE ETF STORE, INC.
CRD#: 148229 / SEC#: 801-112654
RIA
Registered Investment Advisory firm - (3/16/2018 Approved)Illinois
Registered Investment Advisory firm - (3/20/2018 Terminated)Kansas
Registered Investment Advisory firm - (4/27/2018 Terminated)Louisiana
Registered Investment Advisory firm - (5/1/2018 Terminated)Missouri
Registered Investment Advisory firm - (4/27/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7300 West 110th Street Suite 870, Overland Park, KS 66210
Mailing Address
Phone number
(877) 365-3837
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 582 |
| AUM (Assets Under Management) | $ 148,165,700 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
