Nathan Falk (CRD# 5327157) is an Investment Advisor Representative working at Primerica Advisors in Madison, WI and has over 17 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bayer Crop Sciences | St Louis, MO | Jan 2020 - Current | 4 |
| Syngenta | Stoughton, WI | Nov 2009 - Current | 14 |
| Pfs Investments, Inc. | Madison, WI | Apr 2007 - Current | 17 |
| Primerica Financial Services | Madison, WI | Jul 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2007 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2018 |
- WI
-
Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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