Nathan John Ricks
Investment adviser representative at Financial Freedom for Dentists LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$182.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Financial Freedom for Dentists LLCJul 2019 to now
- Dental Wealth Advisors, LLCFeb 2013 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 1 state (WA).
Financial Freedom for Dentists LLC
$182.2MAssets managed
143Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2630065
- Firm CRD
- 301981