Micah Nathan

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Deerfield, IL
• 11/2016 → 06/2019
  Wells Fargo Clearing Services, Llc
  Deerfield, IL
• 06/2019 → Present
  Wells Fargo Advisors Financial Network, Llc
  Highland Park, IL

Previous Registrations

• 2008-03-24 → 2019-06-06
  Wells Fargo Clearing Services, Llc
  Deerfield, IL
  Highland Park, IL

Other Businesses

OWNERSHIP OF 4 FLAT, NOT INV RELATED, CHICAGO, IL, RENTAL,100% OWNERSHIP WITH SPOUSE, BEGAN 2001,NO TIME SPENT. MMJET CORP, INVT RELATED, HIGHLAND PARK, IL, 100% OWNERSHIP, START DATE 5/10/2019, 0 HRS PER MONTH, 0 HRS DURING TRADING, FOR FINET PRACTICE. HLM CAPITAL LLC, INVT RELATED, HIGHLAND PARK, IL, 11% OWNERSHIP, START DATE 6/10/2019, 0 HRS PER MONTH, 0 HRS DURING TRADING, TRANSITION TO FINET PRACTICE.; TRUSTEE FOR THE HLM CAPITAL LLC 401K AND PSP, INV RELATED, HIGHLAND PARK, IL, START: 6/01/2019, 2 HRS/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K. TRUSTEE FOR THE HLM CAPITAL CASH BALANCE PLAN DBP, INV RELATED, HIGHLAND PARK, IL, START: 2/2020, 1 HR/MONTH, 0 HRS DURING TRADING, FINET PRACTICE DBP.

Exams

• S66 Uniform Combined State Law Examination
  2008-03-21

Other Names

• Micah Nathan
• Micah Edward Nathan