Nathan Gaubatz
Investment adviser representative at Walser Wealth Management Company, A Limited Liability Company
9 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$339.2MFirm 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
Experience
9 years in the industry.
- Walser Wealth Management Company, A Limited Liability CompanyAug 2025 to now
- Walser Wealth Management CompanyAug 2025 to now
- Fidelity InvestmentsSep 2021 to Aug 2025
- Dws GroupMar 2021 to Sep 2021
- Fidelity Personal and Workplace AdvisorsJul 2018 to Mar 2021
- Fidelity Brokerage Services LLCMar 2018 to Mar 2021
- Edward JonesOct 2016 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (FL).
Walser Wealth Management Company, A Limited Liability Company
$339.2MAssets managed
677Clients
14Advisers
3 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
- 6714314
- Firm CRD
- 206518