Inactive

Nathan Leroy Bosek

San Francisco, CA

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Current Employers

Farther

345 California Street Suite 600, San Francisco, CA 94104 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2024-05-16

MN RA
APPROVED

Since 2024-05-16

Branch Locations

2107 Troop Dr. Suite 104, Sartell, MN 56377 • United States

345 California Street Suite 600, San Francisco, CA 94104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Raymond James/Bremer Bank	St. Cloud	MN	04/2014	06/2017
Alpha Cubed Investments	St. Cloud	MN	06/2017	02/2019
Edge Financial Advisors	St. Cloud	MN	02/2019	05/2024
Farther Finance Advisors	Sartell	MN	05/2024	Present

04/2014 → 06/2017

Raymond James/Bremer Bank

St. Cloud, MN
06/2017 → 02/2019

Alpha Cubed Investments

St. Cloud, MN
02/2019 → 05/2024

Edge Financial Advisors

St. Cloud, MN
05/2024 → Present

Farther Finance Advisors

Sartell, MN

Previous Registrations

2019-02-25 → 2024-05-17

Edge Financial Advisors, Llc

St. Cloud, MN
2017-06-16 → 2019-02-22

Alpha Cubed Investments, Llc

St. Cloud, MN

Costa Mesa, CA
2014-04-08 → 2017-06-19

Raymond James Financial Services Advisors, Inc

Saint Cloud, MN
2013-04-12 → 2014-04-17

Wells Fargo Clearing Services, Llc

Saint Cloud, MN

Duluth, MN
2012-08-27 → 2013-03-28

Bancwest Investment Services, Inc.

Fergus Falls, MN

Elbow Lake, MN
2011-02-28 → 2012-07-31

Edward Jones

Maryland Heights, MO

Maryland Heights, MO

St Joseph, MN

Other Businesses

SELLING LIFE AND HEALTH INSURANCE - INVESTMENT RELATED - 0 HOURS PER WEEK

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-02-24

S66 Uniform Combined State Law Examination

2011-02-24

Designations

Other Names

Nathan L Bosek
Nate Bosek

View on SEC IAPD

Other Firms

DAKOTA WEALTH, LLC

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

PRINCIPAL SECURITIES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

BANKERS LIFE ADVISORY SERVICES, INC.

OSAIC WEALTH, INC.

PFS INVESTMENTS INC.

Other Investors

Marshall John Grams

ROBIN ANN SCHAA

GINA KOSHIOL BARTELL

KURT Stephen DURRWACHTER

Matthew Howard Boenish

Nathan J Boenish

JACQUELINE ANNE AMPE

KENNETH JAMES SMITH

Other Offices

DAKOTA WEALTH, LLC · Sartell, MN

EDWARD JONES · SARTELL, MN

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · SARTELL, MN

PRINCIPAL SECURITIES, INC. · SAINT CLOUD, MN

EDWARD JONES · SARTELL, MN

STATE FARM INVESTMENT MANAGEMENT CORP. · Sartell, MN

EDWARD JONES · ST CLOUD, MN

EDWARD JONES · SAUK RAPIDS, MN

More in Sartell, MN

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