Nathan D. Ollish
CETERA INVESTMENT ADVISERS LLC
CUYAHOGA FALLS, OH 44221
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CRD#: 6234114
Professional summary
Nathan Daniel Ollish, AIF®, CFP® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Cuyahoga Falls, Ohio and CETERA ADVISORS LLC located in Cuyahoga Falls, Ohio.
Nathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Nathan has worked at 4 firms and has passed the Series 66, SIE 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.
(1) FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FIXED INSURANCE, START DATE: 6/2018, INSURANCE AGENT , APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, SELLS LIFE, ANNUITIES AND LONG TERM CARE ; (2) IMPEL WEALTH MANAGEMENT INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 7/2018, REPRESENTITIVE, APX NUMBER OF HOURS PER WEEK: 40, 32.5 DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES ; (3) N/A, NOT INVESTMENT RELATED, 7798 BEECHER RD, PATASKALA, OH 43062, STARTED 06//2018, POSITION/TITLE/RELATIONSHIP: EXECUTOR, LESS THAN 1 HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: EXECUTOR OF PARENTS ESTATE ; (4) NAME OF OTHER BUSINESS: THE WELL COMMUNITY DEVELOPMENT CORP ; INVESTMENT RELATED: NO ; ADDRESS: 647 EAST MARKET ST, AKRON OH 44304 ; NATURE OF BUSINESS: NON-PROFIT COMMUNITY DEVELOPMENT ; START DATE: 01/2020 ; POSITION/TITLE/RELATIONSHIP:OFFICER ON BOARD; APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 ; BRIEF DESCRIPTION OF DUTIES: ASSISTING WITH BUDGET, USING RESOURCES, AND FINANCIALS TO HELP REACH GOALS ;
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Daniel Ollish'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: 2018
Experience
Current
March 21, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 2006 4th St, Cuyahoga Falls, OH 44221RIA
CRD#: 105644
CUYAHOGA FALLS, OH
Current
June 25, 2018 - Present
CETERA ADVISORS LLC
Office #1: 2006 4th St, Cuyahoga Falls, OH 44221BD
CRD#: 10299
Cuyahoga Falls, OH
Past
June 25, 2018 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
GREENWOOD VILLAGE, IL
Past
March 2, 2018 - June 26, 2018
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
HUDSON, OH
Past
February 27, 2015 - June 26, 2018
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
HUDSON, OH
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(3/3/2022)
RR
Arkansas(1/8/2024)
RR
California(10/28/2020)
RR
Colorado(8/14/2020)
RR
Florida(4/29/2024)
RR
Illinois(2/10/2020)
RR
Iowa(8/12/2025)
RR
Kentucky(5/23/2019)
RR
Maryland(2/27/2020)
RR
Missouri(1/21/2021)
RR
Nevada(8/15/2023)
RR
New Mexico(8/1/2023)
RR
North Carolina(10/11/2021)
RR
Ohio(6/25/2018)
IAR
Ohio(3/21/2024)
RR
Pennsylvania(9/7/2021)
RR
South Carolina(2/22/2022)
RR
Tennessee(2/3/2022)
RR
Texas(1/7/2019)
IAR
Texas(3/21/2024)
RR
Virginia(2/16/2022)
RR
Washington(8/12/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Cuyahoga Falls, OH 44221TRUST BUT VERIFY
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