DFX Intelligence

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.

Registered advisor

Nathan Hartwig

Creative Planningindependent RIAOverland Park, Ks IA-onlyIAPD 7167059

Feed of 09/14/2026

Also filed as Nathan Hartwig

At current firm

0 y

since Feb 16, 2026

In the industry

12 y

since Mar 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Creative Planning independent RIA current
since Feb 16, 2026 · Overland Park, Ks
Pnc Wealth Management BD affiliated
Jan 12, 2024 to Jan 20, 2026 · Taylor, Mi
Citizens Securities, Inc. BD affiliated
Jan 3, 2020 to Dec 11, 2023 · St. Clair Shores, Mi
Equitable Advisors, LLC national BD
Oct 9, 2019 to Jan 7, 2020 · Troy, Mi

Moves

a registration end followed by a registration begin elsewhere

Pnc Wealth Management to Creative Planning
left Jan 20, 2026, registered Feb 16, 2026 (27 days) · Affiliated broker-dealer or bank to independent RIA
Citizens Securities, Inc. to Pnc Wealth Management
left Dec 11, 2023, registered Jan 12, 2024 (32 days) · Affiliated broker-dealer or bank to another
Equitable Advisors, LLC to Citizens Securities, Inc.
left Jan 7, 2020, registered Jan 3, 2020 (-4 days) · Affiliated broker-dealer or bank to another

Signals

Nathan Hartwig left Pnc Wealth Management for Creative Planning (registered 2026-02-16)
Jan 20, 2026 · Advisor changed firm · fact
Nathan Hartwig left Citizens Securities, Inc. for Pnc Wealth Management (registered 2024-01-12)
Dec 11, 2023 · Advisor changed firm · fact

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address