Nathan Hartwig

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2019 → 12/2019
  Axa Advisors, Llc
  New York, NY
• 06/2018 → 12/2019
  Norma Group
  Auburn Hills, MI
• 02/2016 → 05/2018
  Alliance Catholic Credit Union
  Sterling Heights, MI
• 03/2014 → 08/2018
  Cutting Edge Athletics
  Clinton Township, MI
• 12/2019 → 02/2022
  Citizens Securities, Inc.
  Southfield, MI
• 02/2022 → 12/2023
  Citizens Securities, Inc.
  Southfield, MI
• 01/2024 → 01/2026
  Pnc Investments Llc
  Taylor, MI
• 02/2026 → Present
  Creative Planning, Llc
  Troy, MI

Previous Registrations

• 2024-01-12 → 2026-01-20
  Pnc Wealth Management Llc
  Taylor, MI
  Taylor, MI
  Brownstown Township, MI
• 2020-01-03 → 2023-12-11
  Citizens Securities, Inc.
  Fairlawn, OH
  Warren, MI
  Detroit, MI
  Ferndale, MI
  Detroit, MI
  Detroit, MI
  Berkeley, MI
  Troy, MI
  St. Clair Shores, MI
  St. Clair Shores, MI
  Bloomfield Hills, MI
  Detroit, MI
  Dearborn, MI
  Dearborn, MI
  Commerce Township, MI
  West Bloomfield, MI
  Southfield, MI
  Southfield, MI
  West Palm Beach, FL
  Southfield, MI
  Southfield, MI
• 2019-10-09 → 2020-01-07
  Equitable Advisors, Llc
  Troy, MI

Exams

• S66 Uniform Combined State Law Examination
  2019-09-25

Other Names

• Nathan Hartwig
• Nathan Michael Hartwig