Financial Advisor
Current
Mar 2021 - Present
AeroLeads people directory · profile
Nathan Barton Email & Phone Number
Financial Advisor
at
The Institute for Wealth Management
LinkedIn matched
✓ Verified Jun 2026
2 data sources
Profile completeness 71%
Current company
Role
Financial Advisor
Location
Raleigh, North Carolina, United States
Company size
Who is Nathan Barton? Overview
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Quick answer
Nathan Barton is listed as Financial Advisor at The Institute for Wealth Management, a company with 8 employees, based in Raleigh, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Nathan Barton.
Nathan Barton previously worked as Financial Advisor at Carlson Financial Services, Llc and Packaging and Shipping Assistant at Spectrum Products Inc.
Company email context
Email format at The Institute for Wealth Management
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The Institute for Wealth Management
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Profile bio
About Nathan Barton
Motivated. Dedicated. Analytically minded.I am a financial advisor with 6 years of experience in the financial world. I am well versed in case analysis and client relations, problem solving and logistics. I make plans and set goals to help individuals and companies manage their money and plan for the future in the most effective way possible. In my spare time I enjoy good coffee, conversation and spending time with my girls— my wife, two daughters and our goldendoodle.I feel my organizational skills and practical approach to team management are my greatest attributes, but my open-mindedness and dedication make me a great team player.
Current workplace
Nathan Barton's current company
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The Institute For Wealth Management
3 roles
Nathan Barton work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Carlson Financial Services, Llc
May 2015 - Mar 2021
Packaging And Shipping Assistant
Apr 2014 - Aug 2015
FAQ
Frequently asked questions about Nathan Barton
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What company does Nathan Barton work for?
Nathan Barton works for The Institute for Wealth Management.
What is Nathan Barton's role at The Institute for Wealth Management?
Nathan Barton is listed as Financial Advisor at The Institute for Wealth Management.
Where is Nathan Barton based?
Nathan Barton is based in Raleigh, North Carolina, United States while working with The Institute for Wealth Management.
What companies has Nathan Barton worked for?
Nathan Barton has worked for The Institute For Wealth Management, Carlson Financial Services, Llc, and Spectrum Products Inc.
Who are Nathan Barton's colleagues at The Institute for Wealth Management?
Nathan Barton's colleagues at The Institute for Wealth Management include Jeff Jorgensen.
How can I contact Nathan Barton?
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