Nathan Clements
Advisor at EPI Financial Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at EPI Financial Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Troy, MI 48098-2809
Credentials
Series 66
Industry experience
24 years
Nathan Clements is a financial advisor at EPI Financial Group with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and The Prudential Insurance Company of America. EPI Financial Group provides personalized financial planning, discretionary asset management through a sub-advisor platform, and consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm primarily serves non–high-net-worth clients and uses third-party money managers to manage assets while maintaining oversight of portfolio selection and monitoring.
Based on EPI Financial Group
Fixed fees for financial planning services from $500 to $2,000
$0+: 1.0% annually (EPI portion of AEWM fee) $0+: 1.5% annually (AEWM total fee before sharing with EPI) $0+: 1.50% annually (GI Strategic, Tactical, Allocation & Defined Outcome Portfolios) $0+: 1.00% annually (GI Preservation Portfolios)
Fee-only: Fixed fees for financial planning ranging from $500 to $2,000 based on complexity
5700 Crooks Rd., Suite 340
Troy, MI 48098-2809
Michigan
EPI Financial Group LLC
2025 - Present (1 year)
LPL Enterprise
2024 - 2025 (1 year)
The Prudential Insurance Company Of America
2024 - 2025 (1 year)
Pruco Securities Llc
2024 - 2024 (1 year)
Unemployed
2023 - 2024 (1 year)
Morgan Stanley Services Group Inc.
2017 - 2023 (6 years)
Morgan Stanley
2009 - 2017 (8 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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