We work with individuals and businesses to help them protect and growth their wealth.
|States Licensed in:||MD, PA, DE, MA, VA|
|Number of Years with Current Firm:||1|
|I work with the following types of clients:||Businesses , Individual Investors|
|Investment Types:||Options & Futures , Stocks , Mutual Funds , Bonds , Exchange Traded Funds (ETFs) , Annuities , Insurance|
|I can meet clients in the following ways:||At my office , At your home , At your office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Accident , Annuity , Disability , Life , Long Term Care , Variable Annuity , Variable Life , Health|
|Financial Organization Memberships:||National Association of Insurance and Financial Advisors (NAIFA) , Million Dollar Roundtable|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||I am a fee-based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Commissions , Flat Fee , Based on Assets|
|bachelor of arts - biology||
Sept 1996-June 2000
Originally from Pennsylvania, Nathan Badowski relocated to
Maryland to attend Goucher College. After graduating in 2000,
Nathan began working in the financial industry in order to
gain practical knowledge that would prepare him for his future
as a Certified Financial PlannerŪ.
Totaling 17 years in the business, Badowksi is a member of
MDRT (Million Dollar Round Table), the Presidents Council, and
NAIFA. He prides himself on working with a group that puts its
clients, individuals and businesses, first.
Nathan currently resides in Bel Air, MD with his wife, Caitlin
and their three children, Laura, Gavin and Paul.
As a family, they love being outdoors, attending baseball
games, hiking, and taking trips to the beach.
When it?s just the adults, he and his wife enjoy tasting wine
at nearby vineyards.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|