Nathan Hatch Billeter

Employer firm

Simple Financial, LLC CRD 321616

73 advisory clients

Reported services (Item 5G)

• Financial planning
• Pension consulting
• Selection of other advisers
• BUSINESS CONSULTING

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

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

Current Employers

Employment History

• 04/2016 → 05/2017
  Forest Securities, Inc.
  West Jordan, UT
• 06/2011 → Present
  Billeter Enterprises, Llc
  West Jordan, UT
• 06/2011 → Present
  American Senior Benefits
  West Jordan, UT
• 11/2017 → 06/2019
  Legacy Wealth Management, Llc
  West Jordan, UT
• 09/2019 → 08/2020
  Lincoln Investment
  Fort Washington, PA
• 01/2023 → Present
  Simple Financial, Llc
  West Jordan, UT
• 06/2011 → Present
  Legacy Insurance & Financial Services, Llc
  West Jordan, UT
• 08/2020 → 12/2022
  Gradient Advisors, Llc
  West Jordan, UT
• 09/2019 → 08/2020
  Capital Analysts
  West Jordan, UT

Previous Registrations

• 2020-08-14 → 2022-12-31
  Gradient Advisors, Llc
  West Jordan, UT
  Arden Hills, MN
• 2019-09-04 → 2020-08-12
  Lincoln Investment
  Fort Washington, PA
  West Jordan, UT
• 2019-09-04 → 2020-08-12
  Capital Analysts
  West Jordan, UT
• 2017-11-17 → 2019-06-17
  Legacy Wealth Management, Llc
  West Jordan, UT
  Boise, ID
• 2017-03-08 → 2017-05-09
  Avellino Financial Advisors, Inc.
  West Jordan, UT
  Hillside, IL
• 2006-09-06 → 2009-05-21
  Ameriprise Financial Services, Llc
  Midvale, UT

Other Businesses

LEGACY INSURANCE AND FINANCIAL SERVICES/American Senior Benefits POSITION: Field Manager NATURE: Insurance and Financial Services for Seniors INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 06/01/2011 ADDRESS: 6671 South Redwood Rd., Ste 200, West Jordan UT 84084, United States DESCRIPTION: Run a business for insurance Advisor Name: Nathan Billeter Name: Billeter Enterprises, LLC. Investment related: No Address: 2025 East Twin View Drive Salt Lake City Utah 84109 Nature: Entity for Tax and Liability purposes Position: Field Manager Start date: 06/13/2011 hours/month:160+ hours during securities trading hours: 8am 5pm MST Duties: Prospecting/client retention/getting new business

Exams

• S66 Uniform Combined State Law Examination
  2017-03-02

Other Names

• Nate Billeter