Experience

Salt Financial

• United States
• Financial Services
• 1 - 100 Employee

• Financial Planner

  • Jun 2011 - Present

  Nate’s Financial Services career started in 1998 with a business foundation based on the core values of Family, Integrity, Commitment, and Team. His purpose is to build customized holistic financial plans for families and business owners who seek to create and preserve their wealth. He believes that a solid financial plan can help his clients navigate through the dangers and opportunities in life. Nate specializes in working with Business Owners, Retirees, Executives/Professionals, and Farmers. More specifically helping his clients in the areas of: *Retirement Income Planning *Investments *Family Business Succession Planning *Business Owner & Employee Benefits Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Wealth Group RIA, LLC, a registered investment advisor. Strategic Wealth Group and Salt Financial are separate entities from LPL Financial. For hyperlinks to FINRA and SIPC, please refer to 'Contact and Personal Info' section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.saltf.com. Show less



John Hancock Financial Network

• Co-Managing Partner/Financial Planner

  • 2005 - 2006



New England Financial

• United States
• Financial Services
• 200 - 300 Employee

• Senior Managing Associate/Financial Planner

  • 2002 - 2005



Woodbury Financial

• Branch Manager/Financial Planner

  • 1998 - 2002