Nathaniel Stoddard
Advisor at Desert Rose Capital Management, Inc.
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 Desert Rose Capital Management, Inc.
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
Meridian, ID 83642
Credentials
Series 63, Series 66
Industry experience
18 years
Nathaniel Stoddard is a financial advisor at Desert Rose Capital Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Nathaniel is also a licensed life insurance agent with LWM Life. Desert Rose Capital Management serves individual clients, retirement plans, trusts, estates, and corporations, offering investment advice and portfolio management with a focus on exchange-traded options combined with conservative income-producing assets to manage portfolio risk. The firm also acts as an investment manager to a pooled vehicle purchasing permanent life insurance policies and provides ancillary financial advice including insurance, tax planning, and estate services.
Based on Desert Rose Capital Management, Inc.
Based on Desert Rose Capital Management, Inc.
$0 - $250,000: 1.85% $250,000 - $500,000: 1.75% $500,000 - $1,000,000: 1.65% $1,000,000 - $3,000,000: 1.35% $3,000,000 - $5,000,000: 1.25% $5,000,001+: 1.00%
Commission-based insurance product sales by licensed agents, separate from advisory fees.
Account minimum: $50,000
2929 W. Navigator Drive, Ste. 320
Meridian, ID 83642
Idaho
Desert Rose Capital Management, Inc.
2019 - Present (7 years)
Wells Fargo Clearing
2016 - 2019 (3 years)
WELLS FARGO ADVISORS LLC
2016 - 2016 (1 year)
Wells Fargo Bank, nA
2016 - 2019 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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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