Nathan Lovik
Nathan Lovik is a CFP-designated registered investment advisor at Strategic Asset Management LLC., based in Rochester, MN, with 13 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 231 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
2434 Superior Drive Nw, Suite 101, Rochester, MN, 55901
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nathan is an insurance agent since 2016, dedicating minimal time to insurance sales. He also uses 'Planning With Purpose For Real' as a DBA for financial planning, spending about a quarter of his time on this activity, and is a director/committee member for two non-profit organizations, spending minimal time on each.
Employment History
Current Registrations
Strategic Asset Management LLC.
Previous Registrations
Strategic Asset Management LLC.
Star Capital INC.
Peak Brokerage Services, LLCBroker
United Planners' Financial Services of America a Limited PartnerBroker
Rda Financial Network
Cambridge Investment Research, INC.Broker
Edward JonesBroker
Hartford Equity Sales Company INC.Broker
First Investors CorporationBroker
State Registrations2 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.