Nathan M. Piel, Cfp®

Nathan M. Piel, Cfp® Email and Phone Number

Financial Advisor at Focus Financial-The Piel Group @ Focus Financial
minneapolis, minnesota, united states
Nathan M. Piel, Cfp®'s Location
Wausau-Stevens Point Area, United States
Nathan M. Piel, Cfp®'s Contact Details

Nathan M. Piel, Cfp® personal email

n/a
About Nathan M. Piel, Cfp®

I take pride in building lifelong relationships by focusing on the specific needs of every client, while offering quality products and services that help lead to short- and long-term financial success.

Nathan M. Piel, Cfp®'s Current Company Details
Focus Financial

Focus Financial

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Financial Advisor at Focus Financial-The Piel Group
minneapolis, minnesota, united states
Website:
focusfinancial.com
Employees:
114
Nathan M. Piel, Cfp® Work Experience Details
  • Focus Financial
    Financial Advisor
    Focus Financial Jul 2016 - Present
    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.
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  • North Star Resource Group
    Financial Advisor
    North Star Resource Group Jul 2015 - Jul 2016
    Greater Minneapolis-St. Paul Area
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  • North Star Resource Group
    Marketing Intern
    North Star Resource Group Feb 2015 - Apr 2015
    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.
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  • Benefit Administration, Inc.
    Group Benefits Intern
    Benefit Administration, Inc. Aug 2014 - Sep 2014
    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.
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  • Focus Financial
    Financial Planning Intern
    Focus Financial Jun 2013 - Aug 2013
    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
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Frequently Asked Questions about Nathan M. Piel, Cfp®

What company does Nathan M. Piel, Cfp® work for?

Nathan M. Piel, Cfp® works for Focus Financial

What is Nathan M. Piel, Cfp®'s role at the current company?

Nathan M. Piel, Cfp®'s current role is Financial Advisor at Focus Financial-The Piel Group.

What is Nathan M. Piel, Cfp®'s email address?

Nathan M. Piel, Cfp®'s email address is na****@****ial.com

Who are Nathan M. Piel, Cfp®'s colleagues?

Nathan M. Piel, Cfp®'s colleagues are David H. Peck, Krista Goodwin, Barbara Kirby, Cfp®, Connor Koppa, Cfp®, Jacob O'keefe, Ricp®, David Hynes, Clu Chfc Cfp, Mike Branch, Cfp®.

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