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Nathan George Becker

Investment adviser representative at Interactive Financial Advisors
13 yearsExperience
1 stateRegistered in
$240.4MFirm assets
21 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 fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Fortune Financial ServicesSep 2020 to now
  2. Interactive Financial AdvisorsNov 2019 to now
  3. Brooklight Place Securities, Inc.Apr 2019 to now
  4. Newport GroupSep 2013 to Apr 2019

Exams passed

  • Series 66 · Uniform Combined State Law2008
  • Series 63 · Uniform Securities Agent State Law2019
  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 1 state (WI).

Interactive Financial Advisors

Legal name: Interactive Financial Advisors, Inc.

$240.4MAssets managed
1,307Clients
34Advisers
21 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
5447371
Firm CRD
125117
Advisor's SEC record (opens in a new tab)
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