Nathan Paul Billigmeier

Employer firm

Towerpoint Wealth, LLC CRD 288593

$561M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 01/2010 → 11/2016
  Wells Fargo Advisors, Llc
  Sacramento, CA
• 11/2016 → 06/2017
  Wells Fargo Clearing Services, Llc
  Sacramento, CA
• 06/2017 → Present
  Towerpoint Wealth, Llc
  Sacramento, CA
• 01/2019 → 06/2021
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2013-07-01 → 2017-06-08
  Wells Fargo Clearing Services, Llc
  Sacramento, CA

Other Businesses

1. Towerpoint Wealth. Investment Related. 500 Capitol Mall, Suite 1060, Sacramento CA. RIA. Director of Research and Analytics. 6/2017. 160 hours per month, 6.5 hours during trading. Research, reporting, portfolio construction.

Exams

• S66 Uniform Combined State Law Examination
  2013-06-27

Other Names

• Nathan Billigmeier