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2935 Pine Lake Rd Suite F, Lincoln, NE 68516 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-01-21 |
| CA | RA | APPROVED | 2025-04-23 |
| TX | RA | APPROVED_RES | 2025-01-27 |
| NE | RA | APPROVED | 2024-12-20 |
| CO | RA | APPROVED | 2021-02-05 |
Branch Locations
2935 Pine Lake Rd Suite F, Lincoln, NE 68516 • United States
401 B Street Suite 1900, San Diego, CA 92101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-27 |
| CO | RA | APPROVED | 2024-02-27 |
Branch Locations
401 B Street Suite 1900, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aspen Partners, Llc | Highland Ranch | CO | 12/2016 | 03/2019 |
| Dimensional Fund Advisors | Austin | TX | 02/2020 | 01/2021 |
| Unemployed | Littleton | CO | 04/2019 | 01/2020 |
| Round Table Investment Strategies, Llc | Littleton | CO | 01/2021 | Present |
| Quantitative Equity Strategies | Highlands Ranch | CO | 05/2010 | 11/2016 |
| Torren Management, Llc | Littleton | CO | 02/2024 | Present |
Nathan Dutzmann is the owner of Functional Financial, LLC (started 1/21/2021 - Private Residence, Littleton, CO 80120), a single-member LLC created as a pass-through entity. Nathan's income from his contract work for Torren Management is paid to Functional Financial. Functional Financial is not held out to the public as offering any products or services available for hire.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-28 |
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