Nathaniel David Lochstampfor
Investment adviser representative at Conrad Siegel Investment Advisors
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$12.1BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Conrad Siegel Investment AdvisorsJun 2026 to now
- Jfs Wealth Advisors, LLCJan 2023 to Jun 2026
- Lifeguide Financial AdvisorsJun 2022 to Aug 2022
- Centric BankJun 2021 to Aug 2021
- Grove City CollegeAug 2019 to Dec 2022
- Waynesboro Area Senior High SchoolAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
Conrad Siegel Investment Advisors
Legal name: Conrad Siegel Investment Advisors, Inc.
$12.1BAssets managed
570Clients
24Advisers
22 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
- 7975099
- Firm CRD
- 123560