Nathan Anderson

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 advisory clients

Reported services (Item 5G)

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

• 05/2023 → 08/2023
  Minnesota Life Insurance Company
  St. Paul, MN
• 05/2023 → 08/2023
  Securian Financial Services Inc.
  St. Paul, MN
• 05/2023 → 07/2026
  Renaissance Financial
  Sandy, UT
• 01/2023 → 05/2023
  Goldman Sachs (Eleventh Hire)
  Salt Lake City, UT
• 06/2020 → 12/2022
  Fisher Home Furnishings
  North Logan, UT
• 08/2018 → 12/2022
  Utah State University
  Logan, UT
• 01/2020 → 09/2021
  Utah State University Center For Entrepreneurship
  Logan, UT
• 09/2018 → 06/2019
  Stapley Accounting Llc
  Utah, UT
• 06/2016 → 06/2018
  Church Of Jesus Christ Of Latter Day Saints
  Yakima, WA
• 06/2018 → 09/2018
  Jeff Wood Construction
  Smithfield, UT
• 08/2023 → 07/2026
  Cetera Wealth Services, Llc
  Sandy, UT
• 08/2023 → 07/2026
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2026 → Present
  Osaic Wealth
  Scottsdale, AZ
• 07/2026 → Present
  Osaic Advisory Services
  Atlanta, GA

Previous Registrations

• 2023-08-10 → 2026-07-29
  Cetera Investment Advisers Llc
  Sandy, UT
• 2023-07-26 → 2023-08-10
  Securian Financial Services, Inc.
  Sandy, UT
  St. Paul, MN

Exams

• S66 Uniform Combined State Law Examination
  2023-06-30

Other Names

• Nathan Thomas Anderson