Nate Richter, Cfp ® Email and Phone Number
Nate’s Financial Services career started in 1998 with a business foundation based on the core values of Family, Integrity, Commitment, and Team. His purpose is to build customized holistic financial plans for families and business owners who seek to create and preserve their wealth. He believes that a solid financial plan can help his clients navigate through the dangers and opportunities in life. Nate specializes in working with Business Owners, Executives, Professionals, and Farmers. More specifically helping his clients in the areas of:*Retirement Income Planning*Investments*Family Business Succession Planning*Business Owner & Employee Benefits
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Senior Wealth AdvisorSalt Financial Jun 2011 - PresentGreater Minneapolis-St. Paul AreaNate’s Financial Services career started in 1998 with a business foundation based on the core values of Family, Integrity, Commitment, and Team. His purpose is to build customized holistic financial plans for families and business owners who seek to create and preserve their wealth. He believes that a solid financial plan can help his clients navigate through the dangers and opportunities in life. Nate specializes in working with Business Owners, Retirees, Executives/Professionals, and Farmers. More specifically helping his clients in the areas of:*Retirement Income Planning*Investments*Family Business Succession Planning*Business Owner & Employee BenefitsSecurities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Wealth Group RIA, LLC, a registered investment advisor. Strategic Wealth Group and Salt Financial are separate entities from LPL Financial. For hyperlinks to FINRA and SIPC, please refer to 'Contact and Personal Info' section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.saltf.com. -
Co-Managing Partner/Financial PlannerJohn Hancock Financial Network 2005 - 2006
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Senior Managing Associate/Financial PlannerNew England Financial 2002 - 2005 -
Branch Manager/Financial PlannerWoodbury Financial 1998 - 2002
Nate Richter, Cfp ® Education Details
Frequently Asked Questions about Nate Richter, Cfp ®
What company does Nate Richter, Cfp ® work for?
Nate Richter, Cfp ® works for Salt Financial
What is Nate Richter, Cfp ®'s role at the current company?
Nate Richter, Cfp ®'s current role is Senior Wealth Advisor at Salt Financial.
What schools did Nate Richter, Cfp ® attend?
Nate Richter, Cfp ® attended University Of Colorado Boulder - Leeds School Of Business.
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