Best Investors Account Sign in

Nathan S Schroer

Northwestern Mutual Investment Services, LLC

Upper Arlington, OH

Claim This Profile
Current Employers
Northwestern Mutual Investment Services, Llc

720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-01-05
  • OH RA
    APPROVED
    Since 2023-01-05

Branch Locations

1349 W Lane Ave Ste 1200, Upper Arlington, OH 43221 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Go2 Partners West Chester Township OH 12/2018 06/2022
Emerson Climate Technologies Sidney OH 05/2019 08/2019
Auglaize County Highway Department Wapakoneta OH 05/2017 05/2019
Student Wapakoneta OH 08/2010 05/2017
Crossfit Clintonville Columbus OH 01/2021 07/2022
Kevin Watters Columbus OH 04/2022 07/2022
Kevin Watters Columbus OH 08/2022 Present
Northwestern Mutual Investment Services Llc Columbus OH 08/2022 Present
Nicholas James Minich Upper Arlington OH 12/2023 Present
Amanda Green Upper Arlington OH 01/2024 Present
Alex C Wendel Upper Arlington OH 03/2024 Present
Northwestern Mutual Wealth Management Company Milwaukee WI 07/2024 Present
Matthew E Beeghley Upper Arlington OH 07/2024 Present
Nick Powers Upper Arlington OH 01/2025 Present
  • 12/2018 → 06/2022
    Go2 Partners
    West Chester Township, OH
  • 05/2019 → 08/2019
    Emerson Climate Technologies
    Sidney, OH
  • 05/2017 → 05/2019
    Auglaize County Highway Department
    Wapakoneta, OH
  • 08/2010 → 05/2017
    Student
    Wapakoneta, OH
  • 01/2021 → 07/2022
    Crossfit Clintonville
    Columbus, OH
  • 04/2022 → 07/2022
    Kevin Watters
    Columbus, OH
  • 08/2022 → Present
    Kevin Watters
    Columbus, OH
  • 08/2022 → Present
    Northwestern Mutual Investment Services Llc
    Columbus, OH
  • 12/2023 → Present
    Nicholas James Minich
    Upper Arlington, OH
  • 01/2024 → Present
    Amanda Green
    Upper Arlington, OH
  • 03/2024 → Present
    Alex C Wendel
    Upper Arlington, OH
  • 07/2024 → Present
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 07/2024 → Present
    Matthew E Beeghley
    Upper Arlington, OH
  • 01/2025 → Present
    Nick Powers
    Upper Arlington, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-31
  • S66 Uniform Combined State Law Examination
    2022-12-31
Other Names
  • Nathan S Schroer
  • Nate Schroer

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
ALEXANDER FINANCIAL PLANNING, INC.
DEMERS FINANCIAL PLANNING
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES

Other Investors

Scott F Scharfenberger
Christopher T. Rhorer
Benjamin Cross
Matthew Hanuska
Samuel George Messerly
RAKESH K SINGH
SEAN M HANNIGAN
KYLE ANDREW MAWHORR

Other Offices

J.P. MORGAN SECURITIES LLC · Upper Arlington, OH
FIFTH THIRD SECURITIES, INC. · COLUMBUS, OH
LPL FINANCIAL LLC · UPPER ARLINGTON, OH
U.S. BANCORP ADVISORS, LLC · Columbus, OH
ALEXANDER FINANCIAL PLANNING, INC. · COLUMBUS, OH
DEMERS FINANCIAL PLANNING · COLUMBUS, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Columbus+, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Columbus, OH

More in Upper Arlington, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor