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Nathan W

Series 66

Henderson, NV

LPL Financial

Nathan Woolstenhulme is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 20 years of industry experience. His prior experience includes ten years at Edward Jones and seven years at Raymond James Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supported by its extensive network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jacob W

Series 66

Henderson, NV

LPL Financial

Jacob Woolstenhulme is a financial advisor with LPL Financial based in Henderson, NV. He holds the Series 66 designation and has recently begun his career in the industry. His background includes a variety of roles outside finance, such as event management and pest control, as well as service on a mission for the Church of Jesus Christ of Latter-day Saints. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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