Nathaniel D. Baim
PURSUIT PLANNING AND INVESTMENTS
Portland, OR
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CRD#: 6956579
Professional summary
Nathaniel David Baim, CFP® is a registered financial advisor currently at PURSUIT PLANNING AND INVESTMENTS, LLC located in Portland, Oregon.
Nathaniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Nathaniel has worked at 1 firm and has passed the Series 65 exam.
Biography
I enjoy helping early and mid-career professionals plan their pursuits. You will quickly learn I am interested in learning about your desired pursuits. I will work with you to best understand how to manage your financial responsibilities and risks within the context of your objectives. My process will help us understand how each of your goals will impact your pursuit and bring clarity to your unique circumstance. I focus on actionable strategies, accountability, and monitoring of your ever-evolving plan.
?For a long time, I was interested in the financial planning profession. However, I was turned off by the stereotypical salesmanship reputation accompanying the title "financial adviser." So, when I chose to establish Pursuit Planning and Investments, LLC, I resolved to do it differently. I designed Pursuit Planning and Investments, LLC, to serve the interest of our clients. I take great pride in that we are an independent, fee-only fiduciary firm.
My pursuit thus far has been focused on exploration, education, and growth. After graduating undergrad with a finance degree, I had a strong desire to explore and travel. I moved away from my home state, Indiana, to volunteer with AmeriCorps. After AmeriCorps I earned an MBA. Before launching Pursuit Planning and Investments, LLC, I worked in Oregon's Silicon Forest for a Fortune 500 company as a strategic financial analyst for a large semiconductor company. On my weekends, you will often find me someplace away from the city, climbing, hiking, backpacking, camping, or exploring with my wife and daughter.
Question & Answer
What are your service offerings?
Debt Management
Budgeting
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
Tax Planning
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
Fixed Fee (Subscription, Retai...
Generation X
Investment Advice with Ongoing...
Investment Advice without Ongo...
Millennials
Novice Investors
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.
Nathaniel David Baim is an instructor and a part-time employee of Kaplan North America based in Fort Lauderdale, Florida. Nathaniel works virtually from this location. He started this position October 26, 2022. Kaplan North America offers education and certification training for professionals. This work is not investment related. His work hours at Kaplan vary monthly but are typically less than 20 hours per month. Most work performed for Kaplan occurs outside of PPI's office hours. Less than 10% of the work occurs during security trading hours. The firm does not believe that Nathaniel David Baim's employment at Kaplan poses any material issues for managing Client accounts. The primary work at Kaplan involves teaching and class preparation.
CRS (Client Relationship Summary) - RIA
Click below to view Nathaniel David Baim'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: 2022
Experience
Current
August 9, 2018 - Present
PURSUIT PLANNING AND INVESTMENTS, LLC
RIA
CRD#: 297257
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
Indiana(3/14/2024)
IAR
Oregon(8/9/2018)
IAR
Texas(6/21/2023)
Current Firm
PURSUIT PLANNING AND INVESTMENTS, LLC
PURSUIT PLANNING AND INVESTMENTS, LLC
CRD#: 297257 / SEC#:
Indiana
Registered Investment Advisory firm - (3/14/2024 Approved)Oregon
Registered Investment Advisory firm - (8/9/2018 Approved)Texas
Registered Investment Advisory firm - (6/9/2023 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Portland, OR
Mailing Address
Phone number
(971) 803-5948
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 19 |
| AUM (Assets Under Management) | $ 1,357,330 |
Red Flags
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