Connect Financial Advisors
40yrs
Top advisor by experience in Providence
New
Nathan D Shields
Financial advisor at Connect Financial Advisors
At a glance
ExperienceNew to the profession (since Aug 2026)
How that compares ?New to the profession
OfficeProvidence, UT
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through Connect Financial Advisors
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CPA/PFS
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Aug 2026 – nowConnect Financial AdvisorsCurrent firm
Questions to ask Nathan
Tailored to Nathan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Connect Financial Advisors at 435-713-4220 and ask for Nathan D Shields. Nathan works from the Providence, UT office.
How long has Nathan been a financial advisor?
Nathan is new to the profession, registered since Aug 2026, and holds 0 licenses.
What licenses does Nathan hold?
No exams are listed on the official record.
Is Nathan a fiduciary?
Nathan is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Nathan paid?
Connect Financial Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Nathan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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