Unclaimed Profile

Nathan John Bopp

MBS FINANCIAL PLANNING SERVICES, INC·UNIONTOWN, Ohio

Series 7, Series 31, Series 66Clean record24 years registeredMBS FINANCIAL PLANNING SERVICES, INC

1640 CORPORATE WOODS CIRCLE, UNIONTOWN, OH 44685-7819CRD# 3250005Firm CRD# 107230

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nathan John Bopp · UNIONTOWN, OH

Registration

CRD #3250005 · MBS FINANCIAL PLANNING SERVICES, INC · 24 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

May 2019 – present

CORNERSTONE CAPITAL ADVISORS

Jan 2008 – Jul 2019

UNIONTOWN, OH

CHASE INVESTMENT SERVICES CORP.

Jul 2005 – Oct 2007

MASSILLON, OH

BANC ONE SECURITIES CORPORATION

Oct 2004 – Jul 2005

MASSILLON, OH

PRUDENTIAL FINANCIAL PLANNING SERVICES

May 2002 – Oct 2004

UNIONTOWN, OH

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 66

Registration record

First registered · May 2, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MBS FINANCIAL PLANNING SERVICES, INC

CRD 107230 · SEC 801-22384

AUM

$520M

Regulatory assets under management

Employees

1,777 client accounts

Services offered by MBS FINANCIAL PLANNING SERVICES, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MBS FINANCIAL PLANNING SERVICES, INC →

Introduction

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Frequently Asked Questions

What services does Nathan John Bopp offer?

Nathan John Bopp specializes in Financial Planning, Investment Management. Contact their office in UNIONTOWN, Ohio for a consultation.

What are Nathan John Bopp's credentials?

Nathan John Bopp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nathan John Bopp located?

Nathan John Bopp is based in UNIONTOWN, Ohio, working with MBS FINANCIAL PLANNING SERVICES, INC. Their office serves clients in the UNIONTOWN metropolitan area and surrounding communities.

How does Nathan John Bopp charge for services?

Nathan John Bopp'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 MBS FINANCIAL PLANNING SERVICES, INC?

MBS FINANCIAL PLANNING SERVICES, INC has approximately 18 employees and manages $520M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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