Nathan E. Schorsch

HEAD TO TOE FINANCIAL PLANNING

HILLSBORO, OR

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CRD#: 6588270

Professional summary

Nathan Eugene Schorsch, who also goes by Nathan Schorsch, is a registered financial advisor currently at HEAD TO TOE FINANCIAL PLANNING located in Hillsboro, Oregon.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Nathan has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nathan Schorsch

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.

2018 - Present: Investment Adviser Representative and Financial Planner with Head to Toe Financial Planning, an Oregon Registered Investment Adviser. Owner, CEO, CCO. Investment related. 145 NE Lincoln Ct., Hillsboro, OR 97124. Currently transitioning this advisory business to Ares Financial Consulting LLC, a SEC registered investment adviser.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Eugene Schorsch'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®

None

Experience

Current

May 24, 2024 - Present

HEAD TO TOE FINANCIAL PLANNING

RIA

CRD#: 330663

HILLSBORO, OR

Past

September 7, 2022 - June 10, 2024

ARES FINANCIAL CONSULTING LLC

RIA

CRD#: 282852

Hillsboro, OR

Past

February 28, 2018 - November 29, 2022

HEAD TO TOE FINANCIAL PLANNING

RIA

CRD#: 292597

HILLSBORO, OR

Past

September 7, 2017 - February 28, 2018

WATERSHED WEALTH PLANNING LLC

RIA

CRD#: 285980

Portland, OR

Past

January 28, 2016 - August 1, 2016

EQUITABLE ADVISORS, LLC

CRD#: 6627

PORTLAND, OR

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
(10/18/2024)

IAR

Oregon
(5/24/2024)

IAR

Texas
(10/13/2025)

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: 10/22/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/9/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/1/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/28/2016

General Securities Representative Examination

Current Firm

HEAD TO TOE FINANCIAL PLANNING

HEAD TO TOE FINANCIAL PLANNING | HEAD TO TOE FINANCIAL PLANNING LLC | HEAD TO TOE FINANCIAL PLANNING INC

CRD#: 330663 / SEC#:

California

Registered Investment Advisory firm - (10/18/2024 Approved)

Oregon

Registered Investment Advisory firm - (5/24/2024 Approved)

Texas

Registered Investment Advisory firm - (9/23/2025 Conditional Restricted)

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Contact information

Main Address

Hillsboro, OR

Mailing Address

Phone number

(503) 334-7864

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	49
AUM (Assets Under Management)	$ 19,118,290

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 E. Schorsch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Eugene Schorsch's CRS (Customer Relationship Summary).

Certified licenses

Experience

HEAD TO TOE FINANCIAL PLANNING

ARES FINANCIAL CONSULTING LLC

HEAD TO TOE FINANCIAL PLANNING

WATERSHED WEALTH PLANNING LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/22/2016

Series 63

Date: 2/9/2016

SIE

Date: 8/1/2016

Series 7

Date: 1/28/2016

Current Firm

HEAD TO TOE FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HEAD TO TOE FINANCIAL PLANNING

TRUST BUT VERIFY

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