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 63
Experience Industry experience
33 years
Location
Sebec, ME 04481
Cetera
Institution
Nathan Macdonald is a financial advisor at Cetera with 33 years of industry experience. He holds a Series 63 designation and has worked at Atlantic Investment Advisors since 2001, concurrently serving at Cetera Advisors LLC since 2016 and Cetera since 2024. Nathan also sells fixed insurance products, including life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining multiple investment program options and third-party managers to accommodate various client needs.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Sebec, ME
21 Lakeside Drive
Sebec ME 04481
Advisors at this office
1
Maine
33 years of industry experience
Cetera
2024 - Present • 2 years
Schaumburg, IL
Cetera Advisors LLC
2016 - Present • 10 years
Denver, CO
Atlantic Investment Advisors
2001 - Present • 25 years
Auburn, ME
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Sangerville, ME
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Graham Goulette is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and one year of industry experience. His professional background includes roles at Piscataquis Community High School and French Foundations, along with long-term work in real estate as an associate broker with Berkshire Hathaway HomeServices Northeast Real Estate. Outside of advising, he serves as an assistant varsity basketball coach at Piscataquis Community High School. United Planners Financial Services is a national wealth-management firm serving a broad client base that includes individuals, retirement plans, corporations, and institutional clients. The firm supports independent advisors through a mix of custodians, third-party managers, and platform programs, with a notable emphasis on non-discretionary account management.
Series 63, Series 65
Sangerville, ME
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Kamron Kimball is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has held roles at several insurance firms and operates his own entities, including Kimball Korp. Outside of his advisory work, he serves as treasurer for Masons Mt. Kineo Lodge 109 and coaches basketball at PCES Athletics. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm employs an open-architecture platform with multiple custodians and third-party money managers, and features a limited partnership ownership structure primarily held by its financial professionals.
Series 63, Series 65
Sangerville, ME
Ameriprise
Michael Wark is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.
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