Nathan
Wiercioch

Fiduciary Financial Partners, LLC

CRD#7049424
Investment Advisor
in Naperville, IL

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About this Advisor

Nathan Wiercioch is a financial advisor based in Naperville, Illinois, working with Fiduciary Financial Partners, LLC. Nathan has previously held positions at Fiduciary Financial Partners, Turquoise Wealth Management, Lafayette Tent & Awning, Purdue University Spirit, Purdue University, and Central Catholic Jr/Sr High School. Nathan has passed the Series 65 regulatory exam and is registered to provide services in Indiana. Currently, Nathan is part of Fiduciary Financial Partners, LLC, which operates out of Naperville, Illinois. The firm has 7 employees and manages assets totaling $208.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Fiduciary Financial Partners, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1250 East Diehl Road, Suite 404
Naperville, IL 60563

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Fiduciary Financial Partners, LLC Brokerage Details

Total Assets Under Management

$208,512,844

IL Average: $6,674,516,078
Total Number of Employees

7

IL Average: 44
Total Number of Accounts

796

IL Average: 2,564
Average Account Size

$261,951

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Nathan Wiercioch Work History

2020 - Present (5 years)

Fiduciary Financial Partners

2019 - 2020 (1 year)

Fiduciary Financial Partners

2018 - 2019 (1 year)

Turquoise Wealth Management

2017 - 2017 (< 1 year)

Lafayette Tent & Awning

2016 - 2017 (1 year)

Purdue University Spirit

2015 - 2019 (4 years)

Purdue University

2009 - 2015 (6 years)

Central Catholic Jr/Sr High School

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Disclosures

Please visit the SEC profile of Nathan Wiercioch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fiduciary Financial Partners, LLC

Miaciah Manuel
Naperville, IL
Nicholas Economos
Naperville, IL
Dawn Slawson
Naperville, IL
John Hillman
Naperville, IL
Nathan Wiercioch
Naperville, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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