Nathan Andrew Lovik

Current Employers

Employment History

• 03/2013 → 10/2017
  Rda Financial Network, Inc.
  Coralville, IA
• 08/2016 → 10/2017
  United Planners Financial Services
  Scottsdale, AZ
• 08/2007 → Present
  Nathan Lovik
  Coralville, IA
• 04/2017 → 10/2017
  Rda Financial Network
  Roch, MN
• 10/2017 → 03/2018
  Peak Brokerage Services, Llc
  Palm Beach Gardens, FL
• 10/2017 → 03/2023
  Star Capital Inc.
  Bloomington, MN
• 03/2018 → 08/2019
  Peak Brokerage Services, Llc
  Palm Beach Gardens, FL
• 10/2017 → 03/2023
  Strategic Tax And Retirement
  Rochester, MN
• 11/2019 → 03/2023
  Strategic Asset Management Llc.
  Rochester, MN
• 04/2023 → 07/2023
  First Citizens Bank
  Mason City, IA
• 07/2023 → Present
  Strategic Asset Management
  Rochester, MN

Previous Registrations

• 2017-11-17 → 2023-03-29
  Star Capital Inc.
  Rochester, MN
  Edina, MN
• 2020-02-05 → 2023-02-15
  Strategic Asset Management Llc.
  Rochester, MN
• 2013-03-05 → 2017-10-03
  Rda Financial Network
  Coralville, IA

Other Businesses

1) Insurance Agent; Insurance Sales; Start Date: 10.2.16; Approximate Hours Spent On Activity: 2; Approximate Hours Spent On Activity During Trading Hours: 2 2) Planning With Purpose For Real - DBA used as Financial Planning Approximate Hours Spent On Activity: 40; Approximate Hours Spent On Activity During Trading Hours: 40 3) Simon Says Shoes - Non-Profit C-Founder - org raises funds to purchase shoes for area students in need. Approximate Hours Spent On Activity: 2; Approximate Hours Spent On Activity During Trading Hours: 0 4) Exercisabilities Non profit committee member Approximate Hours Spent On Activity: 2; Approximate Hours Spent On Activity During Trading Hours: 0

Exams

• S66 Uniform Combined State Law Examination
  2012-11-09
• S63 Uniform Securities Agent State Law Examination
  2007-05-02

Designations

Other Names

• Nate Lovik