Nathan Daniel Ollish

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2015 → 06/2018
  Raymond James Financial Services
  Hudson, OH
• 08/2013 → 06/2018
  Western Reserve Resources Corporation
  Hudson, OH
• 03/2018 → 06/2018
  Raymond James Financial Services Advisors Inc.
  Hudson, OH
• 06/2018 → Present
  Cetera Advisors Llc
  Denver, CO
• 06/2018 → Present
  Impel Wealth Management
  Cuyahoga Falls, OH
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2018-03-02 → 2018-06-26
  Raymond James Financial Services Advisors, Inc
  Hudson, OH

Other Businesses

(1) FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FIXED INSURANCE, START DATE: 6/2018, INSURANCE AGENT , APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, SELLS LIFE, ANNUITIES AND LONG TERM CARE ; (2) IMPEL WEALTH MANAGEMENT INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 7/2018, REPRESENTITIVE, APX NUMBER OF HOURS PER WEEK: 40, 32.5 DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES ; (3) N/A, NOT INVESTMENT RELATED, 7798 BEECHER RD, PATASKALA, OH 43062, STARTED 06//2018, POSITION/TITLE/RELATIONSHIP: EXECUTOR, LESS THAN 1 HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: EXECUTOR OF PARENTS ESTATE ; (4) NAME OF OTHER BUSINESS: THE WELL COMMUNITY DEVELOPMENT CORP ; INVESTMENT RELATED: NO ; ADDRESS: 647 EAST MARKET ST, AKRON OH 44304 ; NATURE OF BUSINESS: NON-PROFIT COMMUNITY DEVELOPMENT ; START DATE: 01/2020 ; POSITION/TITLE/RELATIONSHIP:OFFICER ON BOARD; APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 ; BRIEF DESCRIPTION OF DUTIES: ASSISTING WITH BUDGET, USING RESOURCES, AND FINANCIALS TO HELP REACH GOALS ;

Exams

• S66 Uniform Combined State Law Examination
  2016-08-05

Designations

• Certified Financial Planner