Nathan P. Billigmeier

TOWERPOINT WEALTH

SACRAMENTO, CA 95814

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CRD#: 5750851

Professional summary

Nathan Paul Billigmeier, who also goes by Nathan Billigmeier, is a registered financial advisor currently at TOWERPOINT WEALTH, LLC located in Sacramento, California.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Nathan has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nathan Billigmeier

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.

1. Towerpoint Wealth. Investment Related. 500 Capitol Mall, Suite 1060, Sacramento CA. RIA. Director of Research and Analytics. 6/2017. 160 hours per month, 6.5 hours during trading. Research, reporting, portfolio construction.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Paul Billigmeier's CRS (Customer Relationship Summary).

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

October 9, 2018 - Present

TOWERPOINT WEALTH, LLC

Office #1: 500 Capitol Mall Suite 2060, Sacramento, CA 95814

RIA

CRD#: 288593

SACRAMENTO, CA

Past

January 7, 2019 - July 1, 2021

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Sacramento, CA

Past

July 1, 2013 - June 8, 2017

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SACRAMENTO, CA

Past

February 28, 2013 - June 8, 2017

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SACRAMENTO, CA

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".

TOWERPOINT WEALTH, LLC

CASPIAN ADVISORS, LLC | TOWERPOINT WEALTH, LLC

CRD#: 288593 / SEC#: 801-110596

RIA

Registered Investment Advisory firm - (5/26/2017 Approved)

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

California
(10/9/2018)

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: 6/27/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/8/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/26/2013

General Securities Representative Examination

Current Firm

TOWERPOINT WEALTH, LLC

CASPIAN ADVISORS, LLC | TOWERPOINT WEALTH, LLC

CRD#: 288593 / SEC#: 801-110596

RIA

Registered Investment Advisory firm - (5/26/2017 Approved)

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Contact information

Main Address

500 Capitol Mall Suite 2060, Sacramento, CA 95814

Mailing Address

Phone number

(916) 405-9140

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR TOWERPOINT WEALTH, LLC (3/12/2025)

Regulatory assets under management

Total Number of Accounts	1,390
AUM (Assets Under Management)	$ 470,002,773

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.

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Nathan P. Billigmeier

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Paul Billigmeier's CRS (Customer Relationship Summary).

Certified licenses

Experience

TOWERPOINT WEALTH, LLC

PURSHE KAPLAN STERLING INVESTMENTS

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

TOWERPOINT WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/27/2013

SIE

Date: 6/8/2017

Series 7

Date: 2/26/2013

Current Firm

TOWERPOINT WEALTH, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TOWERPOINT WEALTH, LLC

TRUST BUT VERIFY

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