Nathan William Pesch
CFP®Professional Summary
Nathan William Pesch, CFP®, who also goes by Nathan William Pesch-scott, is a registered financial advisor currently at DRIVENWEALTH, LLC located in East Lansing, Michigan. Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Nathan has worked at 4 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Nathan William Pesch-Scott
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FOGUTH WEALTH MANAGEMENT, LLC.
Videos & Posts
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FOGUTH WEALTH MANAGEMENT, LLC.
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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FOGUTH WEALTH MANAGEMENT, LLC.
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Disclosures on record.
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FOGUTH WEALTH MANAGEMENT, LLC.
Credentials
Years of Experience
12 years in the financial services industry
Current & Past Employments
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FOGUTH WEALTH MANAGEMENT, LLC.
Current Firm
DRIVENWEALTH, LLC
Contact Information
Main Address
3496 E Lake Lansing Road Suite 120, East Lansing, MI 48823Phone Number
(517) 274-8501# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
54AUM (Assets Under Management)
$27,112,000Similar Advisors
FOGUTH WEALTH MANAGEMENT, LLC.
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.
Similar Advisors
FOGUTH WEALTH MANAGEMENT, LLC.
State Registrations and Notice Filings
(10/30/2024)
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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FOGUTH WEALTH MANAGEMENT, LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Nathan William Pesch's CRS (Customer Relationship Summary).
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FOGUTH WEALTH MANAGEMENT, LLC.
