Nathan W. Pesch

DRIVENWEALTH

EAST LANSING, MI 48823

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CRD#: 6327652

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nathan William Pesch-Scott

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.

Hometown Childcare Center, located at 7200 Woodbury Dr., Lagingsburg, MI 48848. Not investment related. 50% owner with spouse, however do not receive compensation or materially participate in the day to day operations. 0 hours monthly spent during trading hours, less than 5 hours monthly spent during non trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan William Pesch'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^®

Certified Financial Planner

Start date: 2016

Experience

Current

August 28, 2024 - Present

DRIVENWEALTH, LLC

Office #1: 3496 E Lake Lansing Road Suite 120, East Lansing, MI 48823

RIA

CRD#: 332354

EAST LANSING, MI

Past

December 12, 2023 - August 23, 2024

ASPIRE WEALTH

RIA

CRD#: 307098

CALEDONIA, MI

Past

January 15, 2020 - November 30, 2023

CG ADVISORY SERVICES

RIA

CRD#: 110929

Williamston, MI

Past

July 15, 2014 - November 5, 2019

PLANTE MORAN FINANCIAL ADVISORS

RIA

CRD#: 112158

East Lansing, MI

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

Michigan
(8/28/2024)

IAR

Texas
(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

State Security Law Exam

IAR

Series 65

Date: 7/12/2014

Uniform Investment Adviser Law Examination

Current Firm

DRIVENWEALTH, LLC

CRD#: 332354 / SEC#:

Michigan

Registered Investment Advisory firm - (8/28/2024 Approved)

Texas

Registered Investment Advisory firm - (10/24/2024 Conditional Restricted)

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Contact information

Main Address

3496 E Lake Lansing Road Suite 120, East Lansing, MI 48823

Mailing Address

Phone number

(517) 274-8501

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	85
AUM (Assets Under Management)	$ 13,943,835

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 W. Pesch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan William Pesch's CRS (Customer Relationship Summary).

Certified licenses

Experience

DRIVENWEALTH, LLC

ASPIRE WEALTH

CG ADVISORY SERVICES

PLANTE MORAN FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 7/12/2014

Current Firm

DRIVENWEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DRIVENWEALTH, LLC

TRUST BUT VERIFY

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