Nathan Matthew Archuleta, CFP

Overview

Nathan Matthew Archuleta is an insurance agent, a registered representative and an investment adviser representative based in Colorado Springs, CO, with 20 years in the industry.

Years in the industry

20

States licensed

1

States registered

27

Carrier appointments

4

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

• Licensed in 1 state
• Registered in 27 states

• Producer
• Series 6
• Series 63
• Series 66
• Series 7
• SIE

3 lines of authority, with every state and its dates

Firms

• Purshe Kaplan Sterling InvestmentsCurrent firm
• Summit Wealth GroupCurrent firm

Employment history since 2006

Carriers

4 active carrier appointments

Book and practice

Firm assets under management on file