Nathan Todd Haberman

Employer firm

Trajan Wealth, L.l.c. CRD 158847

$2.60B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 03/2016 → 10/2019
  Raymond James Financial Services, Inc.
  Pryor, OK
• 04/2016 → 10/2019
  Raymond James Financial Services Advisors Inc.
  Pryor, OK
• 03/2016 → 03/2020
  Rcb Wealth Management
  Pryor, OK
• 10/2019 → 03/2020
  Cetera Investment Services Llc
  St Cloud, MN
• 10/2019 → 03/2020
  Cetera Investment Advisers Llc
  Pryor, OK
• 03/2020 → 01/2022
  Trajan Wealth, Llc
  Scottsdale, AZ
• 04/2022 → Present
  Trajan Wealth, Llc
  Scottsdale, AZ

Previous Registrations

• 2020-03-16 → 2022-02-02
  Trajan Wealth, L.L.C.
  Edmond, OK
  Scottsdale, AZ
  Oklahoma City, OK
• 2019-10-14 → 2020-03-12
  Cetera Investment Advisers Llc
  Pryor, OK
• 2016-04-05 → 2019-10-16
  Raymond James Financial Services Advisors, Inc
  Pryor, OK
  Pryor, OK
• 2014-02-20 → 2016-03-22
  Arvest Wealth Management
  Tahlequah, OK

Other Businesses

Trajan Wealth, L.L.C.- INSURANCE AGENT, YES, 3030 NW EXPRESSWAY, 2ND FL OKLAHOMA CITY,OK 73118, 72 HRS/MONTH, 5HRS/WEEK DURING TRADING HOURS,CONSULT AND SELL INSURANCE.

Exams

• S66 Uniform Combined State Law Examination
  2014-02-14

Designations

• Certified Financial Planner

Other Names

• Nate Haberman