Nathan Monroe, Cfp®, Cima®, Chfc®, Mba, Msf, Msfs, Ms

Nathan Monroe, Cfp®, Cima®, Chfc®, Mba, Msf, Msfs, Ms Email and Phone Number

Helping Clients Ensure A Solid Financial Trajectory @ Old National Wealth Advisors
7144 E. Virginia St., Evansville, IN 47715
Nathan Monroe, Cfp®, Cima®, Chfc®, Mba, Msf, Msfs, Ms's Location
Evansville, Indiana, United States, United States
Nathan Monroe, Cfp®, Cima®, Chfc®, Mba, Msf, Msfs, Ms's Contact Details

Nathan Monroe, Cfp®, Cima®, Chfc®, Mba, Msf, Msfs, Ms work email

Nathan Monroe, Cfp®, Cima®, Chfc®, Mba, Msf, Msfs, Ms personal email

n/a
About Nathan Monroe, Cfp®, Cima®, Chfc®, Mba, Msf, Msfs, Ms

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.

Nathan Monroe, Cfp®, Cima®, Chfc®, Mba, Msf, Msfs, Ms's Current Company Details
Old National Wealth Advisors

Old National Wealth Advisors

View
Helping Clients Ensure A Solid Financial Trajectory
7144 E. Virginia St., Evansville, IN 47715
Employees:
83
Nathan Monroe, Cfp®, Cima®, Chfc®, Mba, Msf, Msfs, Ms Work Experience Details
  • Old National Wealth Advisors
    Old National Wealth Advisors
    7144 E. Virginia St., Evansville, In 47715
  • Old National Investments
    Wealth Advisor/Senior Vice President
    Old National Investments Sep 2010 - Present
    Evansville, In, Us
    I 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.).
  • Morgan Stanley Smith Barney
    Financial Advisor
    Morgan Stanley Smith Barney Sep 2004 - Sep 2010
    New York, Ny, Us
    Provide 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).
  • U.S. Army
    Officer
    U.S. Army Sep 1999 - Sep 2004
    Arlington, Virginia, Us
    Health Services (Medical Services Corps) Captain

Nathan Monroe, Cfp®, Cima®, Chfc®, Mba, Msf, Msfs, Ms Education Details

  • Harvard University
    Harvard University
    Master'S Degree
  • Creighton University
    Creighton University
    Investment Management And Financial Analysis
  • College For Financial Planning
    College For Financial Planning
    Finance
  • College For Financial Planning
    College For Financial Planning
    Personal Financial Planning
  • The University Of Texas At El Paso
    The University Of Texas At El Paso
    General Business
  • Florida Southern College
    Florida Southern College
    Psychology/Sociology/Criminology
  • Milaca High School
    Milaca High School
    College Preparatory
  • University Of North Texas
    University Of North Texas
    Interdisciplinary Studies
  • Texas A&M University School Of Law
    Texas A&M University School Of Law
    Wealth Management
  • University Of Evansville
    University Of Evansville
    Public 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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