Dubuque, IA 52004-0938
Nate joined MidWestOne Investment Services in 2019, as part of the merger with MidWestOne Bank and American Trust & Savings Bank. Nate works out of our Main Street and Asbury Road locations in Dubuque, IA. He holds his Series 6, 7, 63 and 65 securities registrations through LPL Financial as well as his Long Term Care and Life/Health insurance licenses in multiple states. In 2015, he earned the Certified Retirement Counselor (CRC) designation and Nate graduated from the University of Wisconsin-Platteville in Platteville, Wisconsin with a Bachelor of Arts degree in Business Finance.
Nate lives his life by the golden rule “treat other how you wish to be treated”. This is why he decided to earn his Certified Financial Planner designation in 2018, and become a fiduciary for all of his clients. Being a fiduciary, Nate is required to put your best interests before his. He takes the time to educate his clients on their current situation and understand the steps needed to improve it. He utilizes regular client reviews with timely communication throughout the year to keep you on track to reach your financial goals.
Nate offers practical financial advice that can be efficiently implemented into our busy lives. This advice ranges from Retirement accumulation, Retirement income planning, portfolio allocation, long-term care insurance, college savings, to budgeting. Seeing clients understand their financial position and feel confident for the future is extremely fulfilling for Nate. He truly enjoys working with people and getting to know his clients on a personal level.