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Nathan Thomas Crouch

Advisor at Berthel, Fisher & Company Financial Services, Inc. — Sulphur Springs, TX

Updated today

Credentials

Series 63, Series 66

Experience

11 years

Location

Sulphur Springs, TX 75482

Berthel, Fisher & Company Financial Services, Inc. logo

Berthel, Fisher & Company Financial Services, Inc.

Multi-team

Total advisors

71

Across 52 offices

Clients per advisor

47 Low

Avg AUM per client

$265,151 Very Low

HNW client ratio

1% Very Low

About

Nathan Crouch is a financial advisor with Berthel Fisher & Company Financial Services, Inc. in Sulphur Springs, TX. He holds Series 63 and Series 66 registrations and has 11 years of industry experience. Prior to his current roles, he has been with BFC Planning, Inc. since 2019 and Berthel Fisher & Company Financial Services since 2016. Outside of advisory work, he is involved as an insurance agent with two local agencies. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily for individual and high-net-worth clients, managing approximately $906 million in client assets. The firm offers a variety of investment platforms and strategies tailored to client needs, including discretionary and non-discretionary management, third-party arrangements, and variable annuity sub-account management.

Client services

Based on Berthel, Fisher & Company Financial Services, Inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Berthel, Fisher & Company Financial Services, Inc.

Concentrated stock management Options & derivatives strategies Real estate investing Tax-loss harvesting

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Fee options

Fixed

Fixed fees for financial planning services generally range from $100 to $15,000, agreed upon in advance.

Percentage

Up to 2.5% annually (negotiable, varies by IAR and program)

Commissions

Commissions charged when clients implement investment recommendations through affiliated broker-dealer; IAR may receive commissions for securities and insurance products.

Project-based

Hourly fees for financial planning and consulting services range from $150 to $400 per hour depending on IAR.

Other

Account minimum: $25,000 Fee-only: Financial planning fees charged as fixed fees (ranging from $100 to $15,000) or hourly fees ($150 to $400 per hour) depending on IAR and services provided.

Location

See office

Sulphur Springs, TX

120 Jefferson Street

Sulphur Springs TX 75482

Advisors at this office

2

Most active in

Texas

Work history

11 years of industry experience

BFC Planning, Inc.

2019 - Present • 7 years

Sulphur Springs, TX

Berthel Fisher & Company Financial Services, Inc.

2016 - Present • 10 years

Sulphur Springs, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Laura D

CFP®, Series 63, Series 66

Sulphur Springs, TX

Berthel, Fisher & Company Financial Services, Inc.

Laura Dawson is a CFP® with 22 years of industry experience, currently serving as an advisor at Berthel Fisher & Company Financial Services, Inc. since 2007. Her background includes ownership and management roles in cattle farming, commodities trading, and insurance businesses. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and institutional clients, offering a range of asset management platforms and portfolio construction options through approximately 100 independent investment adviser representatives.

Concentrated stock management Options & derivatives strategies Real estate investing Tax-loss harvesting
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Chettamra A

Series 66, Series 63

Sulphur Springs, TX

Raymond James Financial

Chettamra Alexander is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James Financial Services Advisors since 2007. In addition to his advisory role, he serves as a branch manager at Alliance Bank in Sulphur Springs, TX. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual and institutional clients, including high-net-worth investors and public sector entities. The firm offers tailored, primarily non-discretionary advisory services and supports municipal and institutional clients through specialized programs and an extensive affiliate network.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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Reagan L

CFP®, Series 66

Sulphur Springs, TX

Raymond James Financial

Reagan Lowrance is a CFP®-credentialed financial advisor with Raymond James Financial, based in Sulphur Springs, TX, and has two years of industry experience. Prior to joining Raymond James, he spent time at Stavis & Cohen Financial and attended Texas Tech University. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual and institutional clients, including high-net-worth individuals, pension plans, charitable organizations, and municipal entities. The firm offers tailored advisory services and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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Troy L

Series 66

Sulphur Springs, TX

Raymond James Financial

Troy Lopez is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and previously worked at City National Bank of Sulphur Springs for 18 years. Outside of his advisory role, Lopez is involved in a custom hay baling operation with his family. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting through various programs, emphasizing tailored financial plans developed via detailed client interviews and risk assessments.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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Jeffery K

Series 63, Series 65

Sulphur Springs, TX

LPL Financial

Jeffery Kesting is a financial advisor with LPL Financial and holds Series 63 and Series 65 designations. He has 21 years of industry experience and has previously worked at firms including Independent Financial Group, CETERA Advisor Networks LLC, and Girard Securities, Inc. Outside of his advisory work, he is involved as a season ticket owner engaging in buying and selling individual event tickets. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management alongside research and model portfolios from LPL Research and third-party providers.

College savings (529s, UTMA, etc.)

Michael R

Series 63, Series 66

Sulphur Springs, TX

Edward Jones

Michael Ream is a financial advisor at Edward Jones with 42 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1983. Outside of his advisory role, he is involved with Prairie Wolf Operations, which manages mineral rights in Tulsa, Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad array of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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