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Nathan John Ricks

FINANCIAL FREEDOM FOR DENTISTS LLC·SNOQUALMIE, Washington
Series 7, Series 63, Series 65Clean record24 years registeredFINANCIAL FREEDOM FOR DENTISTS LLC
34627 SE SWENSON DR., SNOQUALMIE, WA 98065CRD# 2630065Firm CRD# 301981

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nathan John Ricks · SNOQUALMIE, WA
Registration
CRD #2630065 · FINANCIAL FREEDOM FOR DENTISTS LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

FINANCIAL FREEDOM FOR DENTISTS LLC
Jul 2019 – present
DENTAL WEALTH ADVISORS, LLC
Feb 2013 – Jul 2019
KIRKLAND, WA
MERCER GLOBAL ADVISORS INC.
Jul 2008 – Feb 2013
BELLEVUE, WA
MERCER ADVISORS
Dec 2001 – Jun 2008
BELLEVUE, WA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · December 31, 2001
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FINANCIAL FREEDOM FOR DENTISTS LLC
CRD 301981 · SEC 801-122541
AUM
$130M
Regulatory assets under management
Employees
3
538 client accounts
Services offered by FINANCIAL FREEDOM FOR DENTISTS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at FINANCIAL FREEDOM FOR DENTISTS LLC →
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05

Frequently Asked Questions

What services does Nathan John Ricks offer?
Nathan John Ricks specializes in Financial Planning, Investment Management. Contact their office in SNOQUALMIE, Washington for a consultation.
What are Nathan John Ricks's credentials?
Nathan John Ricks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nathan John Ricks located?
Nathan John Ricks is based in SNOQUALMIE, Washington, working with FINANCIAL FREEDOM FOR DENTISTS LLC. Their office serves clients in the SNOQUALMIE metropolitan area and surrounding communities.
How does Nathan John Ricks charge for services?
Nathan John Ricks's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL FREEDOM FOR DENTISTS LLC?
FINANCIAL FREEDOM FOR DENTISTS LLC has approximately 3 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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