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Nathan Nicolaisen

REDSPIRE WEALTH MANAGEMENT
WEST DES MOINES, IA
Some features on this profile are disabled
CRD#: 7444816
NN

Professional summary

Nathan Nicolaisen is a registered financial advisor currently at REDSPIRE WEALTH MANAGEMENT, LLC located in West Des Moines, Iowa.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Nathan has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

top-8-questions

Question & Answer

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Nicolaisen'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

August 28, 2025 - Present

REDSPIRE WEALTH MANAGEMENT, LLC

RIA
CRD#: 338050
WEST DES MOINES, IA
Past

November 11, 2021 - June 18, 2025

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

BD
CRD#: 38357
MINNEAPOLIS, MN
Past

September 22, 2021 - June 18, 2025

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

RIA
CRD#: 38357
MINNEAPOLIS, MN

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
Iowa
(8/28/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 7/22/2021
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 5/24/2021
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/10/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/18/2021
Securities Industry Essentials Examination

Current Firm

RW
REDSPIRE WEALTH MANAGEMENT, LLC
REDSPIRE WEALTH MANAGEMENT, LLC

CRD#: 338050 / SEC#:

Iowa
Registered Investment Advisory firm - (8/28/2025 Approved)
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Contact information

Main Address
West Des Moines, IA
Mailing Address
Phone number
(515) 228-6042
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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.

Company Information

REDSPIRE WEALTH MANAGEMENT, LLC

CRD#: 338050West Des Moines, IA

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