Nathaniel Turner Clark

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 01/2016 → 07/2020
  Independent-Cycle/Iron Horse Salvage
  Spokane, WA
• 10/2020 → 04/2022
  Thrivent Investment Managment Inc
  Spokane, WA
• 10/2016 → 06/2020
  Eastern Washington University
  Cheney, WA
• 06/2015 → 09/2019
  Mangia Catering
  Liberty Lake, WA
• 08/2020 → 09/2020
  Unemployed
  Spokane, WA
• 11/2020 → 05/2021
  Thrivent Financial
  Appleton, WI
• 05/2021 → 04/2022
  Thrivent Financial
  Appleton, WI
• 04/2022 → 09/2022
  Cuso Financial Services, Lp
  San Diego, CA
• 04/2022 → 07/2025
  Numerica Credit Union
  Spokane Valley, WA
• 09/2022 → 08/2024
  Cetera Investment Services Llc -
  St Cloud, MN
• 09/2022 → 08/2024
  Cetera Investment Advisers Llc
  Spokane Valley, WA
• 08/2024 → 07/2025
  Cadaret, Grant & Co., Inc.
  Spokane, WA
• 07/2025 → Present
  Lpl Financial Llc
  Spokane, WA

Previous Registrations

• 2024-08-12 → 2025-07-10
  Cadaret, Grant & Co., Inc.
  Spokane, WA
  Syracuse, NY
• 2022-09-16 → 2024-08-08
  Cetera Investment Advisers Llc
  Spokane, WA
• 2022-06-21 → 2022-09-16
  Cuso Financial Services, L.P.
  Spokane Valley, WA

Other Businesses

1. 10/28/2025- Forge Wealth Services- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 10/15/2025- 180 Hours Per Month- 180 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2022-06-17
• S63 Uniform Securities Agent State Law Examination
  2021-01-15

Other Names

• Nathan Clark
• Nathaniel Turner Clark
• Nathaniel T Clark