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Nathan D Levinson

Investment adviser representative at Acropolis Investment Management
14 yearsExperience
1 stateRegistered in
$2.6BFirm assets
24 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

14 years in the industry.

  1. Acropolis Investment Management, LLCSep 2022 to now
  2. Midwest Pool MgmtMay 2021 to Aug 2021
  3. Draft RoomMay 2020 to Aug 2020
  4. Midwest Pool MgmtMay 2019 to Aug 2019
  5. University of Colorado - BoulderAug 2018 to Aug 2022
  6. Midwest Pool MgmtMay 2018 to Aug 2018
  7. Imo'sJun 2017 to Sep 2017
  8. StudentSep 2012 to Aug 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (MO).

Acropolis Investment Management

Legal name: Acropolis Investment Management, L.L.C.

$2.6BAssets managed
1,045Clients
37Advisers
24 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
7700240
Firm CRD
121307
Advisor's SEC record (opens in a new tab)
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