Nathan Bradley Mosakowski

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 09/2015 → 02/2018
  Jackson National Life Distributors, Llc
  Franklin, TN
• 02/2018 → 11/2020
  Allstate Insurance Company
  Nashville, TN
• 11/2020 → 04/2023
  Ameriprise Financial Services, Llc
  Brentwood, TN
• 11/2023 → 02/2025
  Ameriprise Financial Services, Llc
  Franklin, TN
• 04/2023 → 04/2026
  Nbm Consulting Llc
  Brentwood, TN
• 04/2026 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2026 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2005-04-05 → 2007-01-04
  Mcmillan Analysis Corporation
  Randolph, NJ

Other Businesses

1. RENTAL PROPERTY, 335 Spring Circle, Smithville TN 37166, United States, 07/31/2020, Owner, Real Estate, NIR, 4 HR/MO - 0 HR/MO TRADING 2. CIRA, 1776 Pleasant Plain Road, Fairfield, IA 52556, 04/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO, 120 HR/MO TRADING. 3. LUMINOUS FINANCIAL GROUP LLC, 11622 El Camino Real, Ste 100, San Diego, CA 92130, 04/2026, Investment Advisor Representative, DBA Name, INV REL, 160 HR/MO, 6 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-31
• S66 Uniform Combined State Law Examination
  2023-08-30
• S63 Uniform Securities Agent State Law Examination
  2013-06-26

Other Names

• Nate Mosakowski
• Nathan Bradley Mosakowski
• Nathan Mosakowski