Nathaniel Mayes
Investment adviser representative at Midwestern Securities Trading Co.,LLC
9 yearsExperience
1 stateRegistered in
$2BFirm assets
13 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 feeCommissionsOther
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
9 years in the industry.
- Midwestern Securities Trading Company, LLCAug 2024 to now
- Neighbors Credit UnionAug 2024 to now
- Thrivent FinancialAug 2023 to Jul 2024
- Thrivent Investment Management IncJul 2023 to Jul 2024
- Contemporary Art MuseumOct 2019 to Aug 2023
- Pie Guy PizzaMar 2019 to Aug 2023
- Rise CoffeeNov 2016 to Jul 2019
- Retreat GastropubNov 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MO).
Midwestern Securities Trading Co.,LLC
Legal name: Midwestern Securities Trading Company, LLC
$2BAssets managed
11,847Clients
51Advisers
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
- 7753901
- Firm CRD
- 101080