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

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.