Nathan Paul Billigmeier
Investment adviser representative at Towerpoint Wealth, LLC
11 yearsExperience
1 stateRegistered in
$561.3MFirm assets
9 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
11 years in the industry.
- Towerpoint Wealth, LLCJun 2017 to now
- Purshe Kaplan Sterling InvestmentsJan 2019 to Jun 2021
- Wells Fargo Clearing Services, LLCNov 2016 to Jun 2017
- Wells Fargo Advisors, LLCJan 2010 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (CA).
Towerpoint Wealth, LLC
$561.3MAssets managed
570Clients
5Advisers
9 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
- 5750851
- Firm CRD
- 288593