Nathaniel J White
Investment adviser representative at Invst, LLC
12 yearsExperience
1 stateRegistered in
$1.6BFirm assets
10 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 feeOther
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.
- Invst, LLCJan 2024 to now
- Spectrum Wealth ManagementJan 2020 to Jan 2024
- Oxford Financial GroupFeb 2017 to Jan 2020
- StifelApr 2014 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IN).
Invst, LLC
$1.6BAssets managed
2,301Clients
26Advisers
10 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
- 6322044
- Firm CRD
- 282863