Nathan M. Piel, Cfp® Email & Phone Number

Wausau, Wisconsin Area

Graduating from the University of Wisconsin - Eau Claire majoring in Marketing with a Sales Emphasis, I decided to follow in my father’s footsteps and become a Financial Advisor. I maintain an all-encompassing financial approach in my practice that incorporates all aspects of a client’s financial world. My goal is to provide a clear path for each client to ascend toward financial stability and success. I have FINRA Series 7 and 66 registrations. In my spare time, I enjoy being active with sports, fishing, hunting, and spending time with my family and friends.Some of my primary focus includes:•Retirement Strategies (IRAs, ROTH IRAs, 401Ks, 403Bs, Rollovers, Annuities)•Insurance Strategies (Life Insurance, Own Occupation Disability, Long-Term Care)•Fee based Financial Plans, Estate Planning*•Educational Funding (529 Plans, Coverdale IRAs)•Capital Accumulation (Mutual Fund Portfolios, Asset Allocation, Investment Advisory Accounts)•Business Ownership (Exit and Transition Strategies*)Securities offered through Royal Alliance Associates Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Focus Financial Network, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc.The Piel Group is a marketing designation.

Greater Minneapolis-St. Paul Area

Greater Minneapolis-St. Paul Area

Drives a marketing campaign for firm's Senior Partner.Set appointments with prospects to capture their business and transition them into clients.Receive constant education and applicable experience in the financial services industry.

Appleton, Wi

Sat in on conference calls and meetings to gain different sales techniques and learn how the business runs. Worked with office colleagues to finish daily tasks on time.

Wausau, Wisconsin Area

Assisted Certified Financial Planner with client data entry, investment research, market analysis, and planner/client meeting materials.Shadowed on client appointments to learn in-the-field strategy techniquesCompleted Market Surveys for a better understanding of the Financial Planning I industryPassed Wisconsin Accident/Health Insurance licensing examPassed Wisconsin Life Insurance licensing exam