Nathan Andrew Krampe

Employer firm

Lions Wealth Management CRD 300393

$80.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2007 → 03/2019
  Lpl Financial Llc
  St. Paul, MN
• 11/2013 → 03/2019
  Summit Investment Advisory Services
  St Paul, MN
• 03/2019 → Present
  Lions Wealth Management
  Minneapolis, MN

Previous Registrations

• 2014-05-28 → 2019-03-28
  Summit Investment Advisory Services
  Roseville, MN
• 2014-01-21 → 2015-10-28
  Lpl Financial Llc
  Roseville, MN

Other Businesses

(1) 12/01/2015: No Business Name - Notary - Not Investment Related - At Reported Business Location(s) - Start11/30/2015 - 0 Hr/Mo - Notary Public (2) 03/2019: Insurance Sales - Start 03/2019 - 5 Hrs/Mo During Securities Trading - Selling insurance products.

Exams

• S66 Uniform Combined State Law Examination
  2024-12-02
• S63 Uniform Securities Agent State Law Examination
  2006-05-25

Designations

• Certified Financial Planner

Other Names

• Nathan Krampe