Advisor at Smith, Moore & Co.
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.
Firm
Smith, Moore & Co.
Location
Effingham, IL 62401
Credentials
Series 66
Industry experience
2 years
Nathan Schultz is a financial advisor at Smith, Moore & Co. with two years of industry experience. He holds the Series 66 designation and has worked with Smith, Moore since 2021. Outside of finance, Schultz is the CEO of Holy Cow Beef Snacks, a beef snack stick distribution business. Smith, Moore & Co. serves individual, high-net-worth, corporate, and pension clients, offering portfolio management, financial planning, and investment consulting. The firm employs a multi-team approach with about 50 advisors managing approximately $2 billion in assets through both advisor-managed accounts and third-party manager arrangements.
Based on Smith, Moore & Co.
Commissions and other transaction-based compensation are received when clients effect securities transactions through Smith Moore broker-dealer; includes 12b-1 fees and insurance commissions
Investment consulting and financial planning services charged hourly, ranging from $125 to $600 per hour, negotiable
Minimum fee: Open Architecture Advisory Plan: $400 annually; Smith Moore Select Models Advisory Plan: $135 (qualified accounts) or $100 (non-qualified accounts) annually Fee-only: Investment advisory fees generally range between 0.5% and 3% annually, negotiable per client
401 S Banker St, Suite E
Effingham, IL 62401
Illinois
Smith Moore
2024 - Present (2 years)
Smith Moore
2022 - 2022 (1 year)
Smith Moore
2021 - 2021 (1 year)
McKendree University
2019 - 2023 (4 years)
Holy Cow Beef Snacks
2019 - Present (7 years)
St. Anthony High School
2016 - 2019 (3 years)
St. Anthony School
2008 - 2016 (8 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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.
ChFC®, Series 63, Series 65
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Brucke Financial, Inc.
CFP®, Series 66
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Brucke Financial, Inc.
CFP®, Series 66
Effingham, IL
Smith, Moore & Co.
Series 63, Series 66
Effingham, IL
Smith, Moore & Co.
Series 66
Effingham, IL
Smith, Moore & Co.
Series 63, Series 65, Series 66
Dieterich, IL
Legacy Wealth Management, LLC
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