Inactive

Nathan W Eix

Truepoint, Inc.

Bargersville, IN

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Current Employers

Truepoint, Inc.

9999 Carver Road Suite 200, Cincinnati, OH 45242 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2025-05-05

IN RA
APPROVED

Since 2025-05-05

Branch Locations

Bargersville, IN • United States

9999 Carver Road Suite 200, Cincinnati, OH 45242 • 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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Indianapolis	IN	06/2018	09/2019
Thr3E Wise Men	Muncie	IN	06/2017	01/2018
Dick's Sporting Goods	Muncie	IN	05/2016	05/2017
Foresters Financial	Indianapolis	IN	05/2017	07/2017
Ball State University	Muncie	IN	08/2014	05/2018
Wealthpoint Advisors, Llc	Indianapolis	IN	10/2019	11/2023
Truepoint, Inc.	Cincinnati	OH	01/2024	Present

06/2018 → 09/2019

Charles Schwab & Co., Inc.

Indianapolis, IN
06/2017 → 01/2018

Thr3E Wise Men

Muncie, IN
05/2016 → 05/2017

Dick's Sporting Goods

Muncie, IN
05/2017 → 07/2017

Foresters Financial

Indianapolis, IN
08/2014 → 05/2018

Ball State University

Muncie, IN
10/2019 → 11/2023

Wealthpoint Advisors, Llc

Indianapolis, IN
01/2024 → Present

Truepoint, Inc.

Cincinnati, OH

Previous Registrations

2020-02-21 → 2023-12-18

Wealthpoint Advisors Llc

Indianapolis, IN

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-02-21
S63	Uniform Securities Agent State Law Examination	2019-01-15

S65 Uniform Investment Adviser Law Examination

2020-02-21
S63 Uniform Securities Agent State Law Examination

2019-01-15

Designations

Other Names

Nathan Wayne Eix
Nathan Eix
Nate Eix

View on SEC IAPD

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