Nathan Billeter
Nathan Billeter is a registered investment advisor at Simple Financial, LLC, based in West Jordan, UT, with 11 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning and business consulting are charged at a rate of $150 per hour, based on the complexity and unique needs of the client. Prior to starting, clients will receive an estimated fee for the plan or consultation.
Location
6671 S Redwood Road, Suite 200, West Jordan, UT, 84084
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2009Other Business ActivitiesSells Insurance
Nathan is a field manager for Legacy Insurance and Financial Services/American Senior Benefits, focusing on insurance and financial services for seniors. He also manages Billeter Enterprises, LLC for tax and liability purposes, dedicating full-time hours to this endeavor.
Employment History
Current Registrations
Simple Financial, LLC
Previous Registrations
Gradient Advisors, LLC
Capital Analysts
Lincoln Investment
Legacy Wealth Management, LLC
Avellino Financial Advisors, INC.
Forest Securities,inc.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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.