Nate Biddick, Cfp® Email and Phone Number
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Nate Biddick is a member of the Cetera Financial Group team as Head of Advisor Growth Solutions, working across Cetera's communities to support organic growth through advisor consulting and sales enablement technologies. Nate started with 1st Global Research & Consulting in 2006 and was named Vice President, Wealth Management Growth in 2020 at Avantax. In 2023, he led Avantax Community & Advisor Engagement, where he was responsible for Avantax national and regional event strategy, national education and training for Financial Professionals and their Assistants, as well as overall advisor engagement with the hundreds of resources and capabilities tax-intelligent professionals can leverage at Avantax.He has partnered with hundreds of CPA firms and Financial Professionals in launching and growing tax-intelligent wealth management businesses during his tenure at Avantax.Nate earned a Bachelor of Fine Arts degree from DePaul University. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7 and 66 securities licenses, as well as the Texas Life and Health Insurance Agent license.
Cetera Financial Group
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Head Of Advisor Growth SolutionsCetera Financial Group May 2024 - PresentAdvisor Growth Solutions is an entrepreneurial team focused on driving systematic and repeatable advisor growth across all of Cetera. We deliver impactful advisor growth solutions, delivered through business consulting and the Growth360 growth enablement platform to drive asset and revenue growth by serving more clients and serving them more completely.
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Vice President, Community & Advisor EngagementAvantax® Jan 2023 - May 2024Dallas-Fort Worth MetroplexNate Biddick is the Vice President of Community & Advisor Engagement at Avantax Wealth Management, where he is focused on helping tax-smart wealth management firms serve more clients and serve them more completely, thereby delivering profitable growth for firm owners and Avantax. He is responsible for Avantax national and regional event strategy, national education and training for financial professionals and their assistants, and overall advisor engagement with the hundreds of resources and capabilities tax-intelligent professionals can leverage at Avantax. -
Vice President, Wm GrowthAvantax Wealth Management℠ Apr 2020 - May 2024Nate is the VP of Wealth Management Growth at Avantax Wealth Management, where he is focused on delivering profitable growth for advisors and Avantax by helping firms serve more clients and serve them more completely. He is responsible for Avantax’s regional and internal growth consultants, financial planning resources, partnership programs, large-firm support, and advisors’ professional development via training and events. He has served tax professionals in launching and growing tax-smart wealth management businesses since 2006.
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Assistant Vice President, Consulting1St Global Feb 2015 - Apr 2020Dallas/Fort Worth AreaNate is the leader of the Consulting team for 1st Global Research & Consulting. His primary objective is to empower tax-optimized wealth management practices to advance to the next level of success within their firms by working “on the business.” Nate leads a team of field consultants and internal consultants whose primary purpose is to partner with CPA firms to identify and unlock the potential within their businesses to serve more clients and serve them more completely.
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Manager, Practice Consulting1St Global 2012 - Feb 2015Dallas/Fort Worth AreaPractice Consulting selectively identifies and partners with the leaders of firms who seek quantum leap growth. This partnership ensures these leaders invest more time working effectively on the business of wealth management.Our primary objective is to empower advisors to advance to the next level within their financial services practices by serving clients better and more completely. New financial advisors are assisted in the early success of their financial services firms through the 1st Start and Best Practices Programs. Experienced financial advisors are empowered to the next level of their practice through consulting and coaching programs specialized to their individual business needs.
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Practice Development Director1St Global 2009 - Jun 2012
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Practice Development Specialist1St Global 2006 - 2009
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Financial AdvisorEdward Jones Jan 2007 - Sep 2007
Nate Biddick, Cfp® Skills
Nate Biddick, Cfp® Education Details
Frequently Asked Questions about Nate Biddick, Cfp®
What company does Nate Biddick, Cfp® work for?
Nate Biddick, Cfp® works for Cetera Financial Group
What is Nate Biddick, Cfp®'s role at the current company?
Nate Biddick, Cfp®'s current role is Head of Advisor Growth Solutions at Cetera Financial Group.
What is Nate Biddick, Cfp®'s email address?
Nate Biddick, Cfp®'s email address is nb****@****bal.com
What schools did Nate Biddick, Cfp® attend?
Nate Biddick, Cfp® attended Depaul University, Depaul University.
What skills is Nate Biddick, Cfp® known for?
Nate Biddick, Cfp® has skills like Wealth Management, Coaching, Financial Services, Strategic Planning, Management, Strategic Financial Planning, Series 7, Financial Advisory, Securities, Financial Planning, Leadership, Practice Management.
Who are Nate Biddick, Cfp®'s colleagues?
Nate Biddick, Cfp®'s colleagues are Anusha Patibandla, Lauri Love, Johnangelo Leggio, Franz Nanawa, Alicia Baltutis, Brandon T. Evens, Tom Gallagher.
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