Nathan Scott Powell

Employer firm

Legacy Wealth Management, LLC CRD 108619

$2.66B regulatory AUM 2 advisory clients

Reported services (Item 5G)

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

• 01/2014 → 09/2018
  Shoemaker Financial
  Germantown, TN
• 01/2014 → Present
  Minnesota Life Insurance Co
  St Paul, MN
• 01/2014 → Present
  Securain Financial Services Inc
  St Paul, MN
• 10/2018 → Present
  Legacy Wealth Management
  Memphis, TN

Previous Registrations

• 2014-07-15 → 2018-09-25
  Securian Financial Services, Inc.
  Germantown, TN

Exams

• S66 Uniform Combined State Law Examination
  2014-07-08

Designations

• Certified Financial Planner