Nathan Price Creviston

Employer firm

Capital Advisors, Ltd., LLC CRD 153600

$1.37B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/2016 → 09/2018
  Northwestern Mutual Investment Services Llc
  Cincinnatii, OH
• 10/2015 → 09/2018
  Bradley Weeks
  Cincinnati, OH
• 11/2016 → 09/2018
  Timothy C Miller
  Cincinnati, OH
• 01/2017 → 09/2018
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 09/2018 → Present
  Capital Advisors, Ltd.
  Shaker Heights, OH
• 09/2018 → Present
  Lincoln Investment Planning
  Fort Washington, PA

Other Businesses

CAPITAL ADVISORS LTD. POSITION: Manager, Wealth Management/IAR NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 09/01/2018 ADDRESS: 20600 Chagrin Blvd., 1115 Tower East, Shaker Heights OH 44122, United States DESCRIPTION: Wealth Management Advisor

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-12-22

Designations

• Certified Financial Planner
• Chartered Financial Consultant