Nathan Monroe, Cfp®, Cima®, Chfc®, Mba, Msf, Msfs, Ms Email and Phone Number
Nathan Monroe, Cfp®, Cima®, Chfc®, Mba, Msf, Msfs, Ms work email
- Valid
Nathan Monroe, Cfp®, Cima®, Chfc®, Mba, Msf, Msfs, Ms personal email
I am a hardworking and versatile former military officer. I have been in the financial advisory business for twenty years and have a diversified educational and professional background.Specialties: I am a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional specializing in retirement accumulation planning, retirement distribution planning, social security planning, estate planning, liability/risk management strategies, and asset management. Additionally, I have extensive knowledge and experience structuring retirement (401K) plans for businesses.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. Old National Bank and Old National Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Old National Investments, and may also be employees of Old National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Old National Bank or Old National Investments. Securities and insurance offered through LPL or its affiliates are: • Not Insured by FDIC or Any Other Government Agency • Not Bank Guaranteed• Not Bank Deposits or Obligations• May Lose ValueThird 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.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Old National Wealth Advisors
View- Website:
- oldnational.com/wealth
- Employees:
- 83
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Old National Wealth Advisors7144 E. Virginia St., Evansville, In 47715 -
Wealth Advisor/Senior Vice PresidentOld National Investments Sep 2010 - PresentEvansville, In, UsI work with clients to develop financial strategies to pursue what is important to them in their financial life and ensure they are making good financial choices and avoiding potential pitfalls in protecting their families financial security and planning for the future. Areas of focus include: investment management, retirement planning/social security planning, insurance planning, estate transfer strategies, college planning, debt management, and retirement plan design for business (e.g. 401K, SIMPLE IRA, etc.). -
Financial AdvisorMorgan Stanley Smith Barney Sep 2004 - Sep 2010New York, Ny, UsProvide financial solutions for retirees, professionals and small business owners including complete wealth management. Specializing in retirement distribution planning and small business retirement plans (401K, etc). -
OfficerU.S. Army Sep 1999 - Sep 2004Arlington, Virginia, UsHealth Services (Medical Services Corps) Captain
Nathan Monroe, Cfp®, Cima®, Chfc®, Mba, Msf, Msfs, Ms Education Details
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Harvard UniversityMaster'S Degree -
Creighton UniversityInvestment Management And Financial Analysis -
College For Financial PlanningFinance -
College For Financial PlanningPersonal Financial Planning -
The University Of Texas At El PasoGeneral Business -
Florida Southern CollegePsychology/Sociology/Criminology -
Milaca High SchoolCollege Preparatory -
University Of North TexasInterdisciplinary Studies -
Texas A&M University School Of LawWealth Management -
University Of EvansvillePublic Service Administration
Frequently Asked Questions about Nathan Monroe, Cfp®, Cima®, Chfc®, Mba, Msf, Msfs, Ms
What company does Nathan Monroe, Cfp®, Cima®, Chfc®, Mba, Msf, Msfs, Ms work for?
Nathan Monroe, Cfp®, Cima®, Chfc®, Mba, Msf, Msfs, Ms works for Old National Wealth Advisors
What is Nathan Monroe, Cfp®, Cima®, Chfc®, Mba, Msf, Msfs, Ms's role at the current company?
Nathan Monroe, Cfp®, Cima®, Chfc®, Mba, Msf, Msfs, Ms's current role is Helping Clients Ensure A Solid Financial Trajectory.
What is Nathan Monroe, Cfp®, Cima®, Chfc®, Mba, Msf, Msfs, Ms's email address?
Nathan Monroe, Cfp®, Cima®, Chfc®, Mba, Msf, Msfs, Ms's email address is na****@****lpl.com
What schools did Nathan Monroe, Cfp®, Cima®, Chfc®, Mba, Msf, Msfs, Ms attend?
Nathan Monroe, Cfp®, Cima®, Chfc®, Mba, Msf, Msfs, Ms attended Harvard University, Creighton University, College For Financial Planning, College For Financial Planning, The University Of Texas At El Paso, Florida Southern College, Milaca High School, University Of North Texas, Texas A&m University School Of Law, University Of Evansville.
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