Nathan Dirk Sutherland
Investment adviser representative at Nwf Advisory Services Inc
10 yearsExperience
1 stateRegistered in
$6.4BFirm assets
28 yearsFirm in business
Are you Nathan Dirk Sutherland? Claim your profile
Contact this firm
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
10 years in the industry.
- Nwf Advisory Services, Inc.May 2025 to now
- Osaic Wealth, Inc.Nov 2024 to now
- Jeep-dad LLCMay 2022 to now
- The Ameriflex GroupNov 2024 to Jul 2025
- Transamerica Financial Advisors, IncJun 2022 to Sep 2024
- World Financial Group, Inc.May 2022 to Sep 2024
- Bf Borgers CpaDec 2021 to May 2022
- StudentOct 2021 to Dec 2021
- Whipplewood CpasJan 2016 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
Nwf Advisory Services Inc
$6.4BAssets managed
11,433Clients
107Advisers
28 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
- 7578119
- Firm CRD
- 110410