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Nathan William White

Investment adviser representative at Midwestern Securities Trading Co.,LLC
25 yearsExperience
3 statesRegistered in
$2BFirm assets
13 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissionsOther

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

25 years in the industry.

  1. Midwestern Securities Trading Company, LLCApr 2001 to now
  2. John Graham & AssociatesApr 2001 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001
  • Series 65 · Uniform Investment Adviser Law2003

State registrations

Registered as an investment adviser representative in 3 states (AL, FL, TX).

Midwestern Securities Trading Co.,LLC

Legal name: Midwestern Securities Trading Company, LLC

$2BAssets managed
11,847Clients
51Advisers
13 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
4384158
Firm CRD
101080
Advisor's SEC record (opens in a new tab)
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