Nathan Turcotte
Broadview Financial Management · Wauwatosa, Wisconsin
Nathan Turcotte is a fee-only financial advisor at Broadview Financial Management in Wauwatosa, Wisconsin, who holds the CFP credential. Broadview Financial Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Broadview Financial Management |
|---|---|
| Based in | Wauwatosa, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $699.2M across 1,284 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WI · CRD 7329289 |
| Exams passed | Series 66 (2021) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.broadviewfinancialmanagement.com |
How Nathan's firm compares
- Broadview Financial Management's average account is about $545,000, from its Form ADV (assets managed divided by 1,284 accounts).
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Questions about Nathan
Is Nathan Turcotte a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathan holds no broker registration, and Broadview Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nathan charge for financial advice?
Nathan's firm, Broadview Financial Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Nathan Turcotte based?
Nathan Turcotte is based in Wauwatosa, Wisconsin.
What credentials does Nathan Turcotte hold?
Nathan Turcotte holds the CFP credential.
Is Nathan Turcotte registered with the SEC?
Yes. Nathan Turcotte is registered as an investment adviser representative in WI (CRD 7329289), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Broadview Financial Management manage?
Broadview Financial Management reports $699.2M across 1,284 accounts in assets under management.
How do I contact Nathan Turcotte?
Through Nathan's website, www.broadviewfinancialmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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