Best Investors Account Sign in
Inactive

Nathan Edward Wiercioch

Fiduciary Financial Partners, LLC

Naperville, IL

Naperville, IL

Carmel, IN

CRD 7049424

Claim This Profile
Employer firm

Fiduciary Financial Partners, LLC CRD 156389

$293M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Fiduciary Financial Partners, Llc

1250 E. Diehl Road Suite 404, Naperville, IL 60563 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-03-01
  • IN RA
    APPROVED
    Since 2023-03-01

Branch Locations

1250 East Diehl Road, Suite 404, Naperville, IL 60563 • United States

1250 E. Diehl Road Suite 404, Naperville, IL 60563 • United States

Carmel, IN • 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
Fiduciary Financial Partners Naperville IL 07/2019 09/2020
Turquoise Wealth Management Lafayette IN 11/2018 06/2019
Lafayette Tent & Awning Lafayette IN 06/2017 08/2017
Purdue University Spirit West Lafayette IN 08/2016 06/2017
Purdue University West Lafayette IN 08/2015 06/2019
Fiduciary Financial Partners Carmel IN 09/2020 Present
  • 07/2019 → 09/2020
    Fiduciary Financial Partners
    Naperville, IL
  • 11/2018 → 06/2019
    Turquoise Wealth Management
    Lafayette, IN
  • 06/2017 → 08/2017
    Lafayette Tent & Awning
    Lafayette, IN
  • 08/2016 → 06/2017
    Purdue University Spirit
    West Lafayette, IN
  • 08/2015 → 06/2019
    Purdue University
    West Lafayette, IN
  • 09/2020 → Present
    Fiduciary Financial Partners
    Carmel, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-12
  • S65 Uniform Investment Adviser Law Examination
    2020-09-12
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Naperville, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor