Nathan L. Bosek
FARTHER | Financial Advisor Edge Financial Advisors
Sartell, MN 56377
CRD#: 5877081
Professional summary
Nathan Leroy Bosek, CFP®, who also goes by Nathan L Bosek, Nate Bosek, is a registered financial advisor currently at FARTHER located in Sartell, Minnesota.
Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Nathan has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
*Note: Edge Financial Advisors is now located at 2107 Troop Drive, Sartell, MN 56377*
I have always had a passion for helping people with their finances so they can enjoy their lives the way they want to. Throughout my career, my most prideful experiences has been helping clients retire and enjoy their lives the way they envisioned. Hearing and seeing the impact of the work we do in their lives and the benefits creates a sense of fulfillment that can't be understated.
I witnessed firsthand how a bad experience with an advisor can really affect someone. My father lost a very large sum of money with an advisor. I noticed how not only did it affect his net worth, but also how it affected him emotionally. It also really affected his confidence in the industry professionals and the markets. He let his fear of losing money again control his decisions and miss out on opportunities. Because of this, I am extremely passionate about doing everything I can to make sure my clients are served well.
Edge is a bound by a fiduciary duty to make sure we are doing what's best for our clients. In addition, I also sit on the investment committee at Edge. There, we continue to monitor the markets and apply a consistent investment approach for our clients.
Whether a client is interested in growth, preserving their capital, or developing a consistent income strategy, we custom tailor investment strategies to meet clients' needs. In tough times, we use an academically and historically researched investment process to successfully navigate the volatile markets for our clients.
Question & Answer
What are your service offerings?
Financial Planning,
Investment Management,
Tax Planning,
Retirement Planning,
Estate Planning,
Business Planning,
Business Valuation and Exit Pl...
Financial Coaching
Do you have an area of expertise or specialization?
Alternative Investments,
Cash Flow Analysis,
Credit & Lending Needs,
Customized Portfolios,
ESG (Environmental Social Gove...
Estate Planning,
FIRE (Financial Independence R...
High Net Worth Planning,
Investment Management,
Real Estate (LLP, REIT's, Priv...
Retirement Planning,
Risk Management and Insurance ...
Small Business Planning,
Trust and Estate Planning
How do you get paid?
Fee-Only,
Retainer,
% of AUM
Are you a "fiduciary"?
Yes
Aliases
Nathan L Bosek | Nate Bosek
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.
SELLING LIFE AND HEALTH INSURANCE - INVESTMENT RELATED - 0 HOURS PER WEEK
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Leroy Bosek'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®
CFP®
Start date: 2021
Experience
Current
May 16, 2024 - Present
FARTHER
Office #1: 2107 Troop Dr. Suite 104, Sartell, MN 56377RIA
CRD#: 302050
Sartell, MN
Past
February 25, 2019 - May 17, 2024
EDGE FINANCIAL ADVISORS, LLC
RIA
CRD#: 136426
St. Cloud, MN
Past
June 16, 2017 - February 22, 2019
ALPHA CUBED INVESTMENTS, LLC
RIA
CRD#: 159347
IRVINE, CA
Past
April 8, 2014 - June 19, 2017
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
SAINT CLOUD, MN
Past
April 7, 2014 - June 19, 2017
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
SAINT CLOUD, MN
Past
April 12, 2013 - April 17, 2014
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
SAINT CLOUD, MN
Past
April 11, 2013 - April 17, 2014
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
SAINT CLOUD, MN
Past
August 27, 2012 - March 28, 2013
BANCWEST INVESTMENT SERVICES, INC.
RIA
CRD#: 29357
FERGUS FALLS, MN
Past
August 23, 2012 - March 28, 2013
BANCWEST INVESTMENT SERVICES, INC.
BD
CRD#: 29357
FERGUS FALLS, MN
Past
February 28, 2011 - July 31, 2012
EDWARD JONES
RIA
CRD#: 250
ST JOSEPH, MN
Past
February 11, 2011 - July 31, 2012
EDWARD JONES
BD
CRD#: 250
ST JOSEPH, MN
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".
FA
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC
CRD#: 302050 / SEC#: 801-116721
RIA
Registered Investment Advisory firm - (7/19/2019 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
Minnesota(5/16/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
FA
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC
CRD#: 302050 / SEC#: 801-116721
RIA
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Contact information
Main Address
345 California Street Suite 600, San Francisco, CA 94104
Mailing Address
Phone number
(628) 246-8004
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 24,245 |
| AUM (Assets Under Management) | $ 7,523,810,877 |
Red Flags
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Company Information
FARTHER
Financial Advisor Edge Financial AdvisorsCRD#: 302050Sartell, MN 56377TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
