Jeffery Dean Nauta
Investment adviser representative at Henrickson Nauta Wealth Advisors, Inc.
20 yearsExperience
3 statesRegistered in
CFA, CFP® certificationDesignations
$998.5MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Henrickson Nauta Wealth Advisors, Inc.Nov 2009 to now
- Triad Advisors, Inc.Aug 2006 to Jul 2018
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 3 states (GA, MI, TX).
Henrickson Nauta Wealth Advisors, Inc.
$998.5MAssets managed
554Clients
10Advisers
18 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
- 4828935
- Firm CRD
- 141201