Nathan Gertson
Investment adviser representative at Mackay Financial Planning, LLC
10 yearsExperience
2 statesRegistered in
$176MFirm assets
1 yearFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Mackay Financial Planning, LLCJul 2024 to now
- Run Free LLCOct 2022 to Apr 2024
- Freeagent CoachingJan 2021 to Jul 2024
- Homestead Collective Co.May 2018 to Mar 2023
- Professional InsuranceOct 2016 to Oct 2022
- Mackay Financial Planning LLCJul 2016 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Mackay Financial Planning, LLC
Legal name: Jim Mackay Financial Planning, LLC
$176MAssets managed
71Clients
2Advisers
1 yearIn 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
- 7966752
- Firm CRD
- 169583