Primerica Advisors
44yrs
Top advisor by experience in Aurora
12yrs
Nathan Sumner
Financial advisor at LPL Financial
Nathan Sumner is a fiduciary financial advisor in Aurora, Colorado, with 12 years in the industry. After seven years at Waddell & Reed, Nathan joined LPL Financial in 2021, a firm offering financial planning, investment management, and educational workshops. Nathan holds the CFP® designation.
One of 192 advisors with offices in Aurora, and one of 172 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 59% of advisors in Aurora
OfficeAurora, CO
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowLPL Financial LLCCurrent firm
- 2014 – 2021Waddell & ReedPreviously
Contact Nathan
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Nathan. Aurora, COOffice · Get directions Facebook pageLPL FinancialIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Nathan
Tailored to Nathan’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?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Nathan
How do I contact Nathan?
Call LPL Financial at (704) 733-3300 and ask for Nathan Sumner. Nathan works from the Aurora, CO office.
How long has Nathan been a financial advisor?
Nathan has been in the industry since 2014, about 12 years. More experience than 59% of advisors in Aurora.
What licenses does Nathan hold?
Series 66. Tap any license on this page to see what it allows.
Is Nathan a fiduciary?
Nathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nathan paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Nathan 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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