Nathaniel D. Thiemann
Professional summary
Nathaniel Donald Thiemann, who also goes by Nate Thiemann, is a registered financial advisor currently at EXEMPLAR WEALTH PARTNERS LLC located in Allen, Texas.
Nathaniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Nathaniel has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Nathaniel Donald Thiemann's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 26, 2024 - Present
EXEMPLAR WEALTH PARTNERS LLC
September 20, 2021 - April 11, 2022
NYLIFE SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/29/2024)
(8/26/2024)
(4/26/2024)
Exams
Series 7TO
Date: 11/8/2021
General Securities Representative ExaminationSeries 6TO
Date: 9/19/2021
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
EXEMPLAR WEALTH PARTNERS LLC
CRD#: 330163 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 29 |
| AUM (Assets Under Management) | $ 23,104,032 |
Red Flags
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