NC
NC

Nathaniel Joseph Collier

6 Years of Experience
May Earn Commission
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
1,152 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$500K
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Location

2000 John Loop, Coeur D'Alene, ID, 83814

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Nathaniel volunteers with the Prairie Cardinals Baseball Club, a non-profit youth sports organization, since November 2023. This activity is not investment-related.

Employment History
Current Registrations
Pinkerton Wealth Partners
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
Triad Advisors LLCBroker
April 2018 - December 2020 · 2 yrs 8 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.