Nate Legrand, Cfp®
AeroLeads people directory · profile

Nate Legrand, Cfp® Email & Phone Number

CERTIFIED FINANCIAL PLANNER™ Professional at CenterPoint Financial Group at CenterPoint Financial Group
Location: Omaha Metropolitan Area, United States 1 work role 1 school
1 work email found @yourcenterpoint.com 12 phones found area 402 and 727 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 12 phones

Work email n****@yourcenterpoint.com
Direct phone (402) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
CERTIFIED FINANCIAL PLANNER™ Professional at CenterPoint Financial Group
Location
Omaha Metropolitan Area, United States
Company size

Who is Nate Legrand, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Nate Legrand, Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ Professional at CenterPoint Financial Group at CenterPoint Financial Group, a with 6 employees, based in Omaha Metropolitan Area, United States. AeroLeads shows a work email signal at yourcenterpoint.com, phone signal with area code 402, 727, and a matched LinkedIn profile for Nate Legrand, Cfp®.

Nate Legrand, Cfp® previously worked as CERTIFIED FINANCIAL PLANNER™ Professional at Centerpoint Financial Group. Nate Legrand, Cfp® holds Bs, Mathematics & Economics from Doane University.

Company email context

Email format at CenterPoint Financial Group

This section adds company-level context without repeating Nate Legrand, Cfp®'s masked contact details.

*@yourcenterpoint.com
71% confidence

AeroLeads found 1 current-domain work email signal for Nate Legrand, Cfp®. Compare company email patterns before reaching out.

Profile bio

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.

Listed skills include Financial Planning, Certified Financial Planner, Retirement Planning, Securities, and 6 others.

Current workplace

Nate Legrand, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

CenterPoint Financial Group
Centerpoint Financial Group
CERTIFIED FINANCIAL PLANNER™ Professional at CenterPoint Financial Group
omaha, nebraska, united states
Employees
6
AeroLeads page
1 role

Nate Legrand, Cfp® work experience

A career timeline built from the work history available for this profile.

  • Centerpoint Financial Group
    Certified Financial Planner™ Professional
    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.
Team & coworkers

Colleagues at CenterPoint Financial Group

Other employees you can reach at yourcenterpoint.com. View company contacts for 6 employees →

1 education record

Nate Legrand, Cfp® education

FAQ

Frequently asked questions about Nate Legrand, Cfp®

Quick answers generated from the profile data available on this page.

What company does Nate Legrand, Cfp® work for?

Nate Legrand, Cfp® works for CenterPoint Financial Group.

What is Nate Legrand, Cfp®'s role at CenterPoint Financial Group?

Nate Legrand, Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ Professional at CenterPoint Financial Group at CenterPoint Financial Group.

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

AeroLeads has found 1 work email signal at @yourcenterpoint.com for Nate Legrand, Cfp® at CenterPoint Financial Group.

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

AeroLeads has found 12 phone signal(s) with area code 402, 727 for Nate Legrand, Cfp® at CenterPoint Financial Group.

Where is Nate Legrand, Cfp® based?

Nate Legrand, Cfp® is based in Omaha Metropolitan Area, United States while working with CenterPoint Financial Group.

What companies has Nate Legrand, Cfp® worked for?

Nate Legrand, Cfp® has worked for Centerpoint Financial Group.

Who are Nate Legrand, Cfp®'s colleagues at CenterPoint Financial Group?

Nate Legrand, Cfp®'s colleagues at CenterPoint Financial Group include Micah Wheat, Cfp®, Doug Riggert, Cfp®, Ricp®, Chfc®, Isaac Mccoy, and Henry Boulay.

How can I contact Nate Legrand, Cfp®?

You can use AeroLeads to view verified contact signals for Nate Legrand, Cfp® at CenterPoint Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Nate Legrand, Cfp® attend?

Nate Legrand, Cfp® holds Bs, Mathematics & Economics from Doane University.

What skills is Nate Legrand, Cfp® known for?

Nate Legrand, Cfp® is listed with skills including Financial Planning, Certified Financial Planner, Retirement Planning, Securities, Financial Goals, Insurance, Investment Advisory, and Finra.

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