Nathan Marshall
Investment adviser representative at Managed Asset Portfolios, LLC
12 yearsExperience
1 stateRegistered in
$1.3BFirm assets
25 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Managed Asset Portfolios, LLCOct 2025 to now
- TopgolfSep 2022 to Oct 2025
- United Wholesale MortgageMay 2022 to Sep 2022
- Trinity Health OaklandAug 2021 to May 2022
- Dunhams Sporting GoodsJun 2020 to Aug 2021
- TopgolfFeb 2019 to Mar 2020
- Full-time EducationSep 2018 to Feb 2019
- UnemployedJun 2018 to Sep 2018
- Full-time EducationSep 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MI).
Managed Asset Portfolios, LLC
$1.3BAssets managed
1,663Clients
18Advisers
25 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
- 8234572
- Firm CRD
- 109574