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Nathan Marshall

Managed Asset Portfolios, LLC

Rochester, MI

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Current Employers
Managed Asset Portfolios, Llc

950 W. University, Suite 100, Rochester, MI 48307 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-04-29
  • MI RA
    APPROVED
    Since 2026-04-29

Branch Locations

950 W. University, Suite 100, Rochester, MI 48307 • 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
Managed Asset Portfolios Llc Rochester MI 10/2025 Present
Topgolf Auburn Hills MI 09/2022 10/2025
United Wholesale Mortgage Pontiac MI 05/2022 09/2022
Trinity Health Oakland Pontiac MI 08/2021 05/2022
Dunhams Sporting Goods Waterford MI 06/2020 08/2021
Topgolf Auburn Hills MI 02/2019 03/2020
Full-Time Education Auburn Hills MI 09/2018 02/2019
Unemployed Waterford MI 06/2018 09/2018
Full-Time Education Waterford MI 09/2014 06/2018
  • 10/2025 → Present
    Managed Asset Portfolios Llc
    Rochester, MI
  • 09/2022 → 10/2025
    Topgolf
    Auburn Hills, MI
  • 05/2022 → 09/2022
    United Wholesale Mortgage
    Pontiac, MI
  • 08/2021 → 05/2022
    Trinity Health Oakland
    Pontiac, MI
  • 06/2020 → 08/2021
    Dunhams Sporting Goods
    Waterford, MI
  • 02/2019 → 03/2020
    Topgolf
    Auburn Hills, MI
  • 09/2018 → 02/2019
    Full-Time Education
    Auburn Hills, MI
  • 06/2018 → 09/2018
    Unemployed
    Waterford, MI
  • 09/2014 → 06/2018
    Full-Time Education
    Waterford, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-29
  • S65 Uniform Investment Adviser Law Examination
    2026-04-29

View on SEC IAPD

Other Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
CLARKSTON CAPITAL PARTNERS, LLC
SOLYCO CAPITAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
ADVIZE WEALTH MANAGEMENT

Other Investors

David M. Anderson
Paul Joseph Moceri
JOSEPH EVERETT KENYON
DAVID ANTHONY SMITH
Charbel Salem
Faith Marzolf
ROBERT ALAN RUBARTH
KEVIN JOSEPH VAN DE STEENE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · ROCHESTER, MI
CLARKSTON CAPITAL PARTNERS, LLC · ROCHESTER, MI
SOLYCO CAPITAL LLC · ROCHESTER, MI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCHESTER, MI
LPL FINANCIAL LLC · ROCHESTER, MI
OSAIC WEALTH, INC. · Rochester, MI
J.P. MORGAN SECURITIES LLC · Rochester, MI
J.P. MORGAN SECURITIES LLC · ROCHESTER, MI

More in Rochester, MI

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