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Jeffery Dean Nauta

HENRICKSON NAUTA WEALTH ADVISORS, INC.·BELMONT, Michigan
SIE, Series 7, Series 24, Series 66Clean record21 years registeredHENRICKSON NAUTA WEALTH ADVISORS, INC.
2325 BELMONT CENTER DR. NE, BELMONT, MI 49306CRD# 4828935Firm CRD# 141201

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffery Dean Nauta · BELMONT, MI
Registration
CRD #4828935 · HENRICKSON NAUTA WEALTH ADVISORS, INC. · 21 years registered
Brand Profile
Not yet started
01

Career History

HENRICKSON NAUTA WEALTH ADVISORS, INC.
Nov 2009 – present
VISION CAPITAL PARTNERS, INC.
Jan 2007 – Jul 2008
BELMONT, MI
LINCOLN FINANCIAL ADVISORS CORPORATION
Oct 2005 – Aug 2006
GRAND RAPIDS, MI
THE MASTERS
Apr 2005 – Oct 2005
OVERLAND PARK, KS
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · April 1, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HENRICKSON NAUTA WEALTH ADVISORS, INC.
CRD 141201 · SEC 801-69451
AUM
$703M
Regulatory assets under management
Employees
12
1,723 client accounts
Services offered by HENRICKSON NAUTA WEALTH ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at HENRICKSON NAUTA WEALTH ADVISORS, INC. →
Introduction

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05

Frequently Asked Questions

What services does Jeffery Dean Nauta offer?
Jeffery Dean Nauta specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BELMONT, Michigan for a consultation.
What are Jeffery Dean Nauta's credentials?
Jeffery Dean Nauta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffery Dean Nauta located?
Jeffery Dean Nauta is based in BELMONT, Michigan, working with HENRICKSON NAUTA WEALTH ADVISORS, INC.. Their office serves clients in the BELMONT metropolitan area and surrounding communities.
How does Jeffery Dean Nauta charge for services?
Jeffery Dean Nauta's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HENRICKSON NAUTA WEALTH ADVISORS, INC.?
HENRICKSON NAUTA WEALTH ADVISORS, INC. has approximately 12 employees and manages $703M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HENRICKSON NAUTA WEALTH ADVISORS, INC.

Douglas Allen Henrickson
BELMONT, MI

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