Nathan M Bila

Employer firm

Spc CRD 110692

$6.10B regulatory AUM 4,483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → 09/2018
  Northwestern Mutual Investments Services, Llc
  Grand Blanc, MI
• 06/2011 → 09/2018
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 09/2018 → Present
  Sigma Financial Corporation
  Ann Arbor, MI

Other Businesses

AS A LICENSED INSURANCE AGENT, I AM APPOINTED WITH VARIOUS COMPANIES FOR VARIOUS INSURANCE BUSINESS. DBA - Bila Financial, Grand Blanc, MI. Sale of securities products, fixed annuities, term insurance and fixed index annuities thorugh various insurance companies. Start date: 7/15/20, approx. 160 hrs/mo. INV REL: Y Blizzards Ski School - seasonal position. Help supervise children attending ski school. Start date: 12/6/25, approx. 6 hrs/wk from December through March. INV REL: N

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-06-28
• S63 Uniform Securities Agent State Law Examination
  2014-03-15

Designations

• Certified Financial Planner