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Jeffery Dean Nauta

HENRICKSON NAUTA WEALTH ADVISORS, INC.·BELMONT, Michigan
Clean recordHENRICKSON 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffery Dean Nauta is a registered financial advisor based in BELMONT, Michigan, affiliated with HENRICKSON NAUTA WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
HENRICKSON NAUTA WEALTH ADVISORS, INC.
HENRICKSON NAUTA WEALTH ADVISORS, INC.
AUM
$703M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at HENRICKSON NAUTA WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4828935
Firm CRD# 141201
View on FINRA BrokerCheck →

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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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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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City Guides
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Research
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