Nathan Goebel has been Member/CCO/Advisor of Accredited Investor Services since March 2026, is not listed as a control person, but directly owns between 10% and 25% of the firm.
Accredited Investor Services, LLC is a St. Cloud, MN firm with $591M under management, 561 clients and 9 advisers across 2 offices, as of its March 2026 filing.
Nathan Goebel’s longest registration is the current one, 6 years at Accredited Investor Services since 2020. Before joining Accredited Investor Services in 2020, Nathan Goebel was registered through Cetera Investment Advisers LLC and Voya Financial Advisors, Inc.
- Cetera Investment Advisers LLC– · under a yearSt Cloud, MN · Adviser representative · Firm CRD 105644
- Voya Financial Advisors, Inc.– · 1 yearCold Spring, MN · Adviser representative · Firm CRD 2882
Investment adviser representative registrations
Nathan Goebel is registered as an investment adviser representative in Minnesota, since February 2020.
- MinnesotaSince 9 February 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 53 | Municipal Securities Principal Examination | 25 September 2019 |
| Series 52TO | Municipal Securities Representative Examination | 26 August 2019 |
| Series 24 | General Securities Principal Examination | 23 July 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 6 November 2017 |
| Series 7 | General Securities Representative Examination | 11 September 2017 |
- Name
- Municipal Securities Principal Examination
- Name
- Municipal Securities Representative Examination
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6456965
- Firm
- Accredited Investor Services · CRD 148821
- Role
- Member/CCO/Advisor
- Office
- 622 ROOSEVELT ROAD, SUITE 160, St. Cloud, MN 56301
- Registration
- Investment adviser registration
- In the industry since
- October 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Nathan Goebel work?
Nathan Goebel has been Member/CCO/Advisor of Accredited Investor Services, LLC since March 2026.
Is Nathan Goebel a financial advisor?
Yes. Nathan Goebel has a current investment-adviser registration in Minnesota, through Accredited Investor Services since February 2020.
How many years of experience does Nathan Goebel have?
Nathan Goebel has 9 years in the financial industry, since October 2017, across 3 adviser firms.
What exams has Nathan Goebel passed?
Nathan Goebel has passed 5 licensing exams: the Series 7, Series 66, Series 24, Series 52TO and Series 53. The earliest, the Series 7, was passed in September 2017. FINRA credited Nathan Goebel with the SIE, which began in October 2018.
Where did Nathan Goebel work before Accredited Investor Services?
Before Accredited Investor Services, Nathan Goebel was registered through Cetera Investment Advisers LLC, June 2019 to January 2020; Voya Financial Advisors, Inc., January 2018 to June 2019.
Where is Nathan Goebel based?
Nathan Goebel’s registered office is in St. Cloud, MN.
Is Nathan Goebel registered with FINRA?
No. Nathan Goebel has no current broker registration.
How can I verify Nathan Goebel’s record?
Search CRD 6456965 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nathan Goebel’s full registration record.