Nate Legrand, Cfp®

Nate Legrand, Cfp® Email and Phone Number

CERTIFIED FINANCIAL PLANNER™ Professional at CenterPoint Financial Group @ CenterPoint Financial Group
omaha, nebraska, united states
Nate Legrand, Cfp®'s Location
Omaha Metropolitan Area, United States
About Nate Legrand, Cfp®

Nate is a second-generation financial planner who started in the business in 1995 before co-founding CenterPoint Financial Group in 2000. Nate continues to lead the Executive Team at CenterPoint and strives to position the company as one of the pre-eminent planning firms in the Omaha area.A 1995 graduate of Doane University, Nate completed his Bachelor’s Degree with a double major in Math and Economics. He is a Certified Financial Planner™ professional – a certification that required him to complete the CFP certification process. He also holds the series 7, 6, 24, 51, 63 and 65 securities licenses along with life and health insurance.Outside of the office, Nate and his wife Alyssa enjoy spending time with their three daughters while cheering them on in their many activities. Growing up a huge basketball fan, and spending four years playing college basketball, you can also catch Nate following the NBA in his free time.

Nate Legrand, Cfp®'s Current Company Details
CenterPoint Financial Group

Centerpoint Financial Group

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CERTIFIED FINANCIAL PLANNER™ Professional at CenterPoint Financial Group
omaha, nebraska, united states
Employees:
6
Nate Legrand, Cfp® Work Experience Details
  • Centerpoint Financial Group
    Certified Financial Planner™ Professional
    Centerpoint Financial Group Jan 2000 - Present
    Advisor Services offered through ORG Partners d/b/a CenterPoint Financial Group. ORG Partners, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information please visit: https://adviserinfo.sec.gov/ and search for our firm name. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

Nate Legrand, Cfp® Skills

Financial Planning Certified Financial Planner Retirement Planning Securities Financial Goals Insurance Investment Advisory Finra Investment Advisory Services 401 Retirement Savings Plans

Nate Legrand, Cfp® Education Details

Frequently Asked Questions about Nate Legrand, Cfp®

What company does Nate Legrand, Cfp® work for?

Nate Legrand, Cfp® works for Centerpoint Financial Group

What is Nate Legrand, Cfp®'s role at the current company?

Nate Legrand, Cfp®'s current role is CERTIFIED FINANCIAL PLANNER™ Professional at CenterPoint Financial Group.

What is Nate Legrand, Cfp®'s email address?

Nate Legrand, Cfp®'s email address is na****@****mes.com

What is Nate Legrand, Cfp®'s direct phone number?

Nate Legrand, Cfp®'s direct phone number is +140265*****

What schools did Nate Legrand, Cfp® attend?

Nate Legrand, Cfp® attended Doane University.

What skills is Nate Legrand, Cfp® known for?

Nate Legrand, Cfp® has skills like Financial Planning, Certified Financial Planner, Retirement Planning, Securities, Financial Goals, Insurance, Investment Advisory, Finra, Investment Advisory Services, 401 Retirement Savings Plans.

Who are Nate Legrand, Cfp®'s colleagues?

Nate Legrand, Cfp®'s colleagues are Micah Wheat, Cfp®, Doug Riggert, Cfp®, Ricp®, Chfc®, Henry Boulay, Isaac Mccoy.

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