Best Investors Account Sign in
Inactive

Nathan Turcotte

Broadview Financial Management, LLC

Wauwatosa, WI

Claim This Profile
Current Employers
Broadview Financial Management, Llc

10401 W Innovation Dr Suite 100, Wauwatosa, WI 53226 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-03-06
  • WI RA
    APPROVED
    Since 2026-03-06

Branch Locations

10401 W Innovation Dr Suite 100, Wauwatosa, WI 53226 • 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
OrganizationCityStateFromTo
Full-Time Student: Maranatha Baptist University Watertown WI 08/2013 05/2017
Watertown Municipal Airport Watertown WI 01/2015 05/2017
The Wilds, Inc. Deering NH 05/2017 08/2017
Dublin Christian Academy Dublin NH 08/2017 06/2018
Dublin Christian Academy Dublin NH 08/2017 06/2018
Dublin Christian Academy Dublin NH 08/2018 06/2020
Dublin Christian Academy Dublin NH 08/2017 06/2020
Dublin Christian Academy Dublin NH 07/2019 06/2020
Dublin Christian Academy Business Manager NH 07/2018 06/2020
Dublin Christian Academy Dublin NH 08/2017 06/2018
Unemployed Milledgeville IL 07/2020 12/2020
Fidelity Investments Brookfield WI 12/2020 Present
Maranatha Baptist University Watertown WI 09/2014 12/2016
Fidelity Investments Boston MA 03/2025 Present
  • 08/2013 → 05/2017
    Full-Time Student: Maranatha Baptist University
    Watertown, WI
  • 01/2015 → 05/2017
    Watertown Municipal Airport
    Watertown, WI
  • 05/2017 → 08/2017
    The Wilds, Inc.
    Deering, NH
  • 08/2017 → 06/2018
    Dublin Christian Academy
    Dublin, NH
  • 08/2017 → 06/2018
    Dublin Christian Academy
    Dublin, NH
  • 08/2018 → 06/2020
    Dublin Christian Academy
    Dublin, NH
  • 08/2017 → 06/2020
    Dublin Christian Academy
    Dublin, NH
  • 07/2019 → 06/2020
    Dublin Christian Academy
    Dublin, NH
  • 07/2018 → 06/2020
    Dublin Christian Academy
    Business Manager, NH
  • 08/2017 → 06/2018
    Dublin Christian Academy
    Dublin, NH
  • 07/2020 → 12/2020
    Unemployed
    Milledgeville, IL
  • 12/2020 → Present
    Fidelity Investments
    Brookfield, WI
  • 09/2014 → 12/2016
    Maranatha Baptist University
    Watertown, WI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-31 → 2026-03-12
    Strategic Advisers Llc
    Brookfield, WI
    Hartland, WI
    Hartland, WI
    Brookfield, WI
    Brookfield, WI
    Boston, MA
  • 2022-11-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Brookfield, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-29
  • S66 Uniform Combined State Law Examination
    2021-05-29
Designations
Other Names
  • Nathan Andrew Turcotte
  • Nathan Turcotte

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
CURI CAPITAL, LLC
AFFILIATED FINANCIAL ADVISORS INC
CETERA INVESTMENT ADVISERS LLC
PACKERLAND BROKERAGE SERVICES, INC.
HARBOUR INVESTMENTS, INC.
J. W. COLE ADVISORS, INC.

Other Investors

FRANK ANTHONY MULARZ III
Alicia Brooke Lantz
Andrew Lee Kroll
Edward August Behling
David Edward Koehler
DANIEL JOSEPH MATOLA
BRIAN ARTHUR JANECKE
JASON VERN VOELKER

Other Offices

LPL FINANCIAL LLC · WAUWATOSA, WI
U.S. BANCORP ADVISORS, LLC · Wauwatosa, WI
CURI CAPITAL, LLC · Milwauikee, WI
AFFILIATED FINANCIAL ADVISORS INC · MILWAUKEE, WI
CETERA INVESTMENT ADVISERS LLC · WAUWATOSA, WI
PACKERLAND BROKERAGE SERVICES, INC. · WAUWATOSA, WI
HARBOUR INVESTMENTS, INC. · MILWAUKEE, WI
AFFILIATED FINANCIAL ADVISORS INC · MILWAUKEE, WI

More in Wauwatosa, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor