Nathan Reiter has been an investment adviser representative at Structured Wealth Management since February 2025, and is not listed among the firm’s executive officers or direct owners. Nathan Reiter holds a Bachelor of Science in Business from Miami University and an Executive MBA from the University of Toledo.
Structured Wealth Management, Inc. is a Toledo, OH firm with $227M under management, 527 clients and 2 advisers across 2 offices, as of its February 2026 filing.
Nathan Reiter is Financial Advisor – Director of Taxation at Structured Wealth Management. He has been working in accounting and tax preparation for over 15 years. He started in finance with OBS Financial Services after college, and in 2008 left OBS with Tom Rogers and Brian Schmitz to start Structured Wealth Management and SWM Tax, where he focused on accounting and tax work. In 2014 he passed all three exams to become an IRS Enrolled Agent.
- – present · 1 yearToledo, OH · Adviser representative · Firm CRD 146611
Professional designations
Listed by Structured Wealth Management
- EA
Investment adviser representative registrations
Nathan Reiter is registered as an investment adviser representative in Ohio, since February 2025.
- OhioSince 25 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 January 2025 |
| Series 66 | Uniform Combined State Law Examination | 21 July 2008 |
| Series 7 | General Securities Representative Examination | 7 August 2003 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Nathan Thomas Reiter
- CRD
- 4687834
- Firm
- Structured Wealth Management · CRD 146611
- Office
- 2778 CENTENNIAL ROAD, STE A, Toledo, OH 43617
- Registration
- Investment adviser registration
- In the industry since
- August 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- structuredplan.com
Where does Nathan Reiter work?
Nathan Reiter is an investment adviser representative registered through Structured Wealth Management, Inc. since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Nathan Reiter a financial advisor?
Yes. Nathan Reiter has a current investment-adviser registration in Ohio, through Structured Wealth Management since February 2025.
How many years of experience does Nathan Reiter have?
Nathan Reiter has 6 years in the financial industry, since August 2020, across 1 adviser firm.
What exams has Nathan Reiter passed?
Nathan Reiter has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in August 2003.
Where is Nathan Reiter based?
Nathan Reiter’s registered office is in Toledo, OH.
Is Nathan Reiter registered with FINRA?
No. Nathan Reiter has no current broker registration.
How can I verify Nathan Reiter’s record?
Search CRD 4687834 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nathan Reiter’s full registration record.
