Nathaniel Running
Nathaniel Running is a CFP-designated registered investment advisor at Strategic Wealth Group, based in Eden Prairie, MN, with 27 years of industry experience. Nathaniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,557 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Annual fee may be negotiable based upon certain criteria.
Fee Estimator
Location
7820 Terrey Pine Ct, #200, Eden Prairie, MN, 55347
Get directionsHistory
Regulatory History (1)
Criminal
January 1993Other Business ActivitiesSells Insurance
Nathaniel is involved in several business activities, including non-variable insurance sales since 2016 and real estate rentals. He also dedicates about half of his time as an investment advisor representative (IAR) with Strategic Wealth Group Registered Investment Advisors, LLC.
Employment History
Current Registrations
Strategic Wealth Group
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
LPL Financial LLC
Linsco/private Ledger CORP.
LPL Financial LLCBroker
Lutheran Brotherhood Securities CORP.Broker
State Registrations49 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.