Stifel, Nicolaus & Company
42yrs
Top advisor by experience in Lancaster
15yrs
Nathaniel Wollenberg
Full name on record: Nathaniel A Wollenberg
Financial advisor at Ameriprise Financial Services
Nathaniel Wollenberg has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Lancaster, Ohio. Nathaniel has been with Ameriprise Financial Services since 2021; before that, Nathaniel spent less than a year at Cetera Wealth Services and nine years at Voya Financial Advisors. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 38 advisors with offices in Lancaster, and one of 26 fiduciaries.
At a glance
Experience15 years (since 2012)
How that compares ?15 years in the industry
Office125 West Mulberry Street, Lancaster, OH 43130
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?2 states
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowAmeriprise Financial Services, LLCCurrent firm
- Jun 2021 – Jul 2021Cetera Wealth Services, LLCPreviously
- 2012 – 2021Voya Financial Advisors, Inc.Previously
Contact Nathaniel
(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for Nathaniel. 125 West Mulberry StreetLancaster, OH 43130Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Nathaniel
Tailored to Nathaniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Nathaniel
How do I contact Nathaniel?
Call Ameriprise Financial Services at (612) 671-3131 and ask for Nathaniel Wollenberg. Nathaniel works from the Lancaster, OH office.
How long has Nathaniel been a financial advisor?
Nathaniel has been in the industry since 2012, about 15 years. 15 years in the industry.
What licenses does Nathaniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Nathaniel a fiduciary?
Nathaniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nathaniel paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Nathaniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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