Nathan Turcotte
Investment adviser representative at Broadview Financial Management, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$699.2MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Broadview Financial Management, LLCMar 2026 to now
- Fidelity InvestmentsDec 2020 to now
- UnemployedJul 2020 to Dec 2020
- Dublin Christian AcademyAug 2017 to Jun 2020
- The Wilds, Inc.May 2017 to Aug 2017
- Watertown Municipal AirportJan 2015 to May 2017
- Maranatha Baptist UniversitySep 2014 to Dec 2016
- Full-time Student: Maranatha Baptist UniversityAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (WI).
Broadview Financial Management, LLC
$699.2MAssets managed
269Clients
6Advisers
13 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
- 7329289
- Firm CRD
- 143550