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Credentials
Series 63, Series 65
Experience Industry experience
21 years
Location
McGregor, MN
LPL Financial
Institution
Nathan Monroe is a financial advisor with LPL Financial based in McGregor, MN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at Morgan Stanley and Citigroup Global Markets, and he has served at Old National Bank since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm provides various investment solutions including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
McGregor, MN
McGregor MN
Advisors at this office
1
Indiana · Minnesota · Texas
21 years of industry experience
Old National Bank
2010 - Present • 16 years
Evansville, IN
LPL Financial
2010 - Present • 16 years
Evansville, IN
Morgan Stanley
2009 - 2010 • 1 year
Evansville, IN
Citigroup Global Markets
2005 - 2009 • 4 years
Evansville, IN
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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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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:
Trust company
They provide trust and estate administration services, typically for separate fees.
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.
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