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Nathan Gertson

Mackay Financial Planning, LLC

Springfield, MO

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Current Employers
Mackay Financial Planning, Llc

2142 W. Chesterfield Blvd E201, Springfield, MO 65807 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-28
MO RA APPROVED 2024-08-06
  • TX RA
    APPROVED
    Since 2025-02-28
  • MO RA
    APPROVED
    Since 2024-08-06

Branch Locations

2142 W. Chesterfield Blvd E201, Springfield, MO 65807 • 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
Mackay Financial Planning Llc Springfield MO 07/2024 Present
Run Free Llc Tulsa OK 10/2022 04/2024
Professional Insurance Ozark MO 10/2018 10/2022
Professional Insurance Ozark MO 10/2016 10/2018
Freeagent Coaching Ozark MO 01/2021 07/2024
Homestead Collective Co. Springfield MO 05/2018 03/2023
Mackay Financial Planning Llc Springfield MO 07/2016 04/2017
  • 07/2024 → Present
    Mackay Financial Planning Llc
    Springfield, MO
  • 10/2022 → 04/2024
    Run Free Llc
    Tulsa, OK
  • 10/2018 → 10/2022
    Professional Insurance
    Ozark, MO
  • 10/2016 → 10/2018
    Professional Insurance
    Ozark, MO
  • 01/2021 → 07/2024
    Freeagent Coaching
    Ozark, MO
  • 05/2018 → 03/2023
    Homestead Collective Co.
    Springfield, MO
  • 07/2016 → 04/2017
    Mackay Financial Planning Llc
    Springfield, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-10
  • S65 Uniform Investment Adviser Law Examination
    2024-05-10

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC · SPRINGFIELD, MO
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