Nathan Lee Verbeten
Investment adviser representative at Ameriprise Financial Services, LLC
17 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$660.5BFirm 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
17 years in the industry.
- Ameriprise Financial Services, LLCJul 2024 to now
- Pruco Securities, LLC.Feb 2021 to Jul 2024
- Prudential Insurance Company of AmericaFeb 2021 to Jul 2024
- Pruco Secuties LLCAug 2013 to Feb 2021
- The Prudential Insurance Company of AmericaAug 2013 to Feb 2021
- Rsvdq Inc./dairy QueenOct 2009 to Nov 2019
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (WI).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 6239568
- Firm CRD
- 6363