Nathan Cole Goodman
Investment adviser representative at Family Investment Center
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$689.3MFirm 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
- Seminars and workshops
Experience
12 years in the industry.
- Family Investment CenterJan 2018 to now
- Bok Financial Securities, Inc.Jul 2014 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 3 states (KS, MO, TX).
Family Investment Center
Legal name: Family Investment Center, Inc.
$689.3MAssets managed
894Clients
12Advisers
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
- 5651502
- Firm CRD
- 113799