RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Nathan Niels Faerber
- Title
- Financial Planner | Investment Advisor Representativereportedmartinsenwealth.comfirm site, Sep 16, 2026
- Designations
- CFPreportedmartinsenwealth.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 23reportedmartinsenwealth.com“With over 23 years of experience in financial services, Nathan enjoys helping people through comprehensive planning and problem-solving.”
- Professional profile
- martinsenwealth.com/staff-member/nathan-faerber-cfpreportedmartinsenwealth.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Martinsen Wealth Management independent RIA currentsince Mar 20, 2026 · Tempe, Az
- Trajan Wealth, L.L.C. independent RIAApr 16, 2021 to Apr 8, 2026 · Scottsdale, Az
- Schwab Wealth Advisory, Inc. no RAUMJun 2, 2017 to Apr 8, 2020 · Phoenix, Az
- Charles Schwab & Co., Inc. national BDOct 23, 2013 to Jun 2, 2017 · Prescott, Az
- Usaa Financial Planning Services formerJun 8, 2010 to Sep 26, 2013 · Phoenix, Az
- Tmd & Associates, Inc. formerNov 24, 2008 to May 24, 2010 · Phoenix, Az
- Chase Investment Services Corp. formerAug 21, 2008 to Sep 5, 2008 · Mesa, Az
- Trajan Wealth, L.L.C. to Martinsen Wealth Managementleft Apr 8, 2026, registered Mar 20, 2026 (-19 days) · RIA to RIA
- Schwab Wealth Advisory, Inc. to Trajan Wealth, L.L.C.left Apr 8, 2020, registered Apr 16, 2021 (373 days) · Other
- Charles Schwab & Co., Inc. to Schwab Wealth Advisory, Inc.left Jun 2, 2017, registered Jun 2, 2017 (0 days) · channel change inside one enterprise, not a move
- Usaa Financial Planning Services to Charles Schwab & Co., Inc.left Sep 26, 2013, registered Oct 23, 2013 (27 days) · Other
- Tmd & Associates, Inc. to Usaa Financial Planning Servicesleft May 24, 2010, registered Jun 8, 2010 (15 days) · Other
- Chase Investment Services Corp. to Tmd & Associates, Inc.left Sep 5, 2008, registered Nov 24, 2008 (80 days) · Other
- Nathan Niels Faerber left Trajan Wealth, L.L.C. for Martinsen Wealth Management (registered 2026-03-20)Apr 8, 2026 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address