Nathan Bradley Harro
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
9 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$12.8BFirm 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- United Planners' Financial Services of America a Limited PartnerSep 2017 to now
- Nathan Harro Independent InsuranceJul 2009 to now
- MML Investors ServicesMay 2017 to Sep 2018
- The Centennial Wealth GroupApr 2017 to Aug 2024
- Mass Mutual Life Insurance CompanyApr 2017 to Sep 2018
- Northwestern Mutual Wealth Management CompanyJan 2016 to Apr 2017
- Northwestern Mutual Investment Services, LLCNov 2014 to Apr 2017
- Northwestern Mutual Life Insurance CompanyJun 2009 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 5 states (LA, NH, OH, TN, TX).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 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
- 5684312
- Firm CRD
- 20804