Nathan D. Wagner
Professional summary
Nathan Douglas Wagner is a registered financial advisor currently at GOOD LIFE ADVISORS, LLC located in Lewisburg, Pennsylvania and LPL FINANCIAL LLC located in Lewisburg, Pennsylvania.
Nathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Nathan has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Douglas Wagner's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 25, 2025 - Present
GOOD LIFE ADVISORS, LLC
Office #1: 776 Bull Run Crossing Suite 100, Lewisburg, PA 17837December 20, 2019 - Present
LPL FINANCIAL LLC
Office #1: 776 Bull Run Xing Ste 100, Lewisburg, PA 17837-6418July 25, 2025 - December 12, 2025
LPL FINANCIAL LLC
Primary Firm SEC Registration
GOOD LIFE ADVISORS, LLC
CRD#: 171898 / SEC#: 801-80003
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/16/2025)
(10/16/2025)
(10/16/2025)
(10/16/2025)
(3/3/2020)
(7/25/2025)
(10/16/2025)
Exams
Series 6TO
Date: 12/20/2019
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
GOOD LIFE ADVISORS, LLC
CRD#: 171898 / SEC#: 801-80003
Contact information
SEC notice filing (44 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 18,113 |
| AUM (Assets Under Management) | $ 3,486,583,189 |
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.