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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Wenner is a Certified Financial Planner and Personal Financial Specialist with over 20 years of experience in the financial industry. Nathan currently works as an Investment Advisor Representative at Creative Planning. Nathan is a highly experienced advisor who has helped clients with a range of needs, including financial planning, portfolio management, and retirement planning. Nathan has been registered with the state of Minnesota since 2022.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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KS
10/05/2022 - Present
Creative Planning (OVERLAND PARK KS)
IA
Issued 12/06/1999
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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