Nate Bodart, Cfp®, Aif® Email & Phone Number

Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.

Minneapolis, Minnesota, United States

Wipfli Financial Advisors, LLC ("Wipfli Financial") is an investment adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. We are not engaged in rendering legal, accounting, or tax services, and we recommend that all investors seek out the services of competent professionals in any of the aforementioned areas. Founded in 1999, Wipfli Financial is headquartered in Milwaukee, WI. We have offices in Illinois, Minnesota, Missouri, Pennsylvania and Wisconsin, and are proud affiliates of Wipfli LLP, a national accounting and consulting firm. Information pertaining to Wipfli Financial's advisory operations, services and fees is set forth in Wipfli Financial's current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at https://adviserinfo.sec.gov/. We provide our clients with detailed financial planning, a disciplined investment management approach, as well as the time and resources needed to formulate a prudent investment strategy. We are committed to serving our clients in a manner consistent with our fiduciary duty, which means we always put clients' interest first and make all recommendations in the clients' best interest

Minneapolis

Wipfli Financial Advisors, LLC ("Wipfli Financial") is an investment adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. We are not engaged in rendering legal, accounting, or tax services, and we recommend that all investors seek out the services of competent professionals in any of the aforementioned areas. Founded in 1999, Wipfli Financial is headquartered in Milwaukee, WI. We have offices in Illinois, Minnesota, Missouri, Pennsylvania and Wisconsin, and are proud affiliates of Wipfli LLP, a national accounting and consulting firm. Information pertaining to Wipfli Financial's advisory operations, services and fees is set forth in Wipfli Financial's current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at https://adviserinfo.sec.gov/. We provide our clients with detailed financial planning, a disciplined investment management approach, as well as the time and resources needed to formulate a prudent investment strategy. We are committed to serving our clients in a manner consistent with our fiduciary duty, which means we always put clients' interest first and make all recommendations in the clients' best interes

Madison, Wisconsin Area

Organize, clean, and set up productions for events on campus.

Appleton, Wi

As an intern I have:- Prepared for client and prospect meetings.- Attended client and prospect meetings, as requested.- Compiled meeting notes and developed a list of meeting follow-up action items.- Drafted follow up emails outlining action items after meetings attended.- Prepared client deliverables including Investment Policy Statements and Financial Planning Agreements.- Prepared trade forms as directed, timely and accurately.- Inputed client information into advanced financial planning program.- Prepared investment reports for prospects and clients’ portfolios.- Assisted in preparing investment reviews and financial planning assessments for prospects.- Completed investment module research training

Green Bay, Wisconsin Area

Learned and operated the manual payroll system. Delivered and retrieved parts as needed in the workshop.