Nathaniel Jan Collier

Current Employers

Employment History

• 10/2018 → 04/2021
  Collier Financial
  Fort Wayne, IN
• 01/2019 → 06/2021
  Ae Wealth Management, Llc
  Topeka, KS
• 03/2017 → 06/2021
  Sky Tek Unmanned, Llc
  Fort Wayne, IN
• 09/2000 → 03/2017
  Collier Legacy Planning, Llc
  Fort Wayne, IN
• 04/2021 → 06/2021
  Sunshine Five, Llc.
  Fort Wayne, IN
• 06/2021 → 06/2022
  Sound Income Strategies Llc
  Fort Lauderdale, FL
• 07/2024 → 12/2024
  Ameriprise Financial Services, Llc
  Memphis, TN
• 06/2021 → 07/2024
  Sunshine Five, Llc
  Lakeland, TN
• 02/2025 → 05/2025
  Lpl Enterprise
  Franklin, TN
• 05/2025 → 01/2026
  Guardian Life Insurance Company
  Memphis, TN
• 06/2025 → 01/2026
  Park Avenue Securities
  Memphis, TN
• 01/2026 → Present
  United Advisor Group Dba Collier Wealth & Co
  Collierville, TN

Previous Registrations

• 2025-07-03 → 2026-01-15
  Park Avenue Securities Llc
  Memphis, TN
• 2025-02-13 → 2025-06-02
  Lpl Enterprise, Llc
  Franklin, TN
• 2021-06-30 → 2022-06-01
  Sound Income Strategies, Llc
  Cordova, TN
  Fort Lauderdale, FL
• 2019-01-25 → 2021-07-01
  Ae Wealth Management, Llc
  Fort Wayne, IN
  Fort Wayne, IN

Other Businesses

1.) SUNSHINE FIVE LLC ; 10/01/2000; 660 REID HOOKER N, EADS, TN 38028; 15 HOURS PER MONTH; 10 HOURS DURING TRADING HOURS; NOT INVESTMENT RELATED; 10-25% ANNUAL PERCENTAGE 2.) Independent Insurance Agent at Collier Wealth & Co; not investment related; Owner; start date 01/2026; selling insurance products. 11989 Macon Road, Collierville, TN 38017 3.) Non investment related. Utilization of estate navigator software to assist clients in the preparation of their estate documents provided by local attorneys. 10% of business hours per month.

Exams

• S66 Uniform Combined State Law Examination
  2025-01-17
• S65 Uniform Investment Adviser Law Examination
  2019-01-11

Other Names

• Nathan Collier