Nathan Harris
Advisor at Ally invest Advisors — Overland Park, KS
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
7 years
Location
Overland Park, KS
Ally invest Advisors
Multi-team
Nathan Harris is a financial advisor at Ally Invest Advisors with six years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones and DST. Outside of his advisory role, Harris provides virtual tutoring in subjects such as ACT exam prep, math, science, business, career development, FINRA exam prep, and Microsoft Excel. Ally Invest Advisors serves a large retail client base, offering discretionary portfolio management through both automated web-based services and advisor-led guidance. The firm employs model portfolios based on Modern Portfolio Theory, utilizing ETFs and automated rebalancing, and integrates banking and brokerage services to support its investment approach.
Based on Ally invest Advisors
$0 - $250,000: 0.85% annually $250,001 - $1,000,000: 0.80% annually $1,000,001+: 0.75% annually
Account minimum: $100,000 Fee-only: 0.30% annually for Market-Focused Robo Portfolios; 0.50% annually for Guided Advice (billed monthly in arrears); no advisory fee for Cash-Enhanced Robo Portfolios and Invest Simply portfolios
Overland Park, KS
Overland Park KS
Advisors at this office
1
Kansas
7 years of industry experience
Wyzant, Inc.
2025 - Present • 1 year
Charlotte, NC
Ally Invest Advisors
2022 - Present • 4 years
Charlotte, NC
Ally Invest Securities LLC
2022 - Present • 4 years
Charlotte, NC
Ally Invest Securities LLC
2021 - 2022 • 1 year
Charlotte, NC
Ally Invest Advisors
2021 - 2022 • 1 year
Charlotte, NC
Edward Jones
2018 - 2021 • 3 years
St Louis, MO
Temple Congregation B'Nai Jehudah
2012 - 2021 • 9 years
OVerland Park, KS
DST
2012 - 2018 • 6 years
Kansas City, MO
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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