AeroLeads people directory · profile
Nathan Thomsen, Cfp® Email & Phone Number
Wealth Advisor
at
Parallel Advisors, LLC
1 work email found
@advisorscenter.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Advisor
Location
Greater Boston, United States, United States
Who is Nathan Thomsen, Cfp®? Overview
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Quick answer
Nathan Thomsen, Cfp® is listed as Wealth Advisor at Parallel Advisors, LLC, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at advisorscenter.com and a matched LinkedIn profile for Nathan Thomsen, Cfp®.
Nathan Thomsen, Cfp® previously worked as Regional Vice President & Wealth Advisor at Advisors Capital Management and Wealth Management Advisor at Tiaa. Nathan Thomsen, Cfp® holds Business Administration, Marketing from University Of Connecticut.
Company email context
Email format at Parallel Advisors, LLC
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*@advisorscenter.com
68% confidence
AeroLeads found 1 current-domain work email signal for Nathan Thomsen, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Nathan Thomsen, Cfp®
Regional Vice President & Senior Wealth Advisor with Advisors Capital Management "ACM", an independent Registered Investment Advisor headquartered in Ridgewood, NJ. I'm currently based in the greater-Boston area and serve clients nationally. Throughout my 15+ year career in wealth management, I've strived to provide actionable financial advice to help clients grow, preserve and distribute their wealth.ACM was formed by Dr. Charles Lieberman and Kevin Kern, with the belief that clients deserve a fiduciary relationship with an investment advisor who provides tax-efficient, transparent and customized portfolios utilizing individual stocks & bonds. Recognizing the need for comprehensive advice, that extended beyond investment management, ACM Wealth was formed. To learn more, feel free to contact me at 860-836-7447 or nathan.thomsen@advisorscenter.comwww.ACM wealth.com
Listed skills include Leadership, Alternative Investments, Development, Estate Planning, and 26 others.
Current workplace
Nathan Thomsen, Cfp®'s current company
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8 roles · 23 years
Nathan Thomsen, Cfp® work experience
A career timeline built from the work history available for this profile.
Regional Vice President & Wealth Advisor
Current
Advisors Capital Management
Wealth Advisor providing comprehensive financial planning advice. Leverage the expertise of $5B Registered Investment Advisor - Advisors Capital Management when building portfolio of individual stocks & bonds to achieve client objectives.
Jul 2021 - Present
Wealth Management Advisor
Tiaa
Provide comprehensive wealth planning to HNW individuals primarily in medical, education and research fields.Responsible for retention and development of 300+ TIAA households with $400mm+ of investable assets.Lead advisor for HNW relationships - leverage internal subject matter experts in asset management, banking and estate planning to optimize client.
Aug 2018 - Jul 2021
Financial Consultant
Fidelity Investments
Provided comprehensive financial guidance for wealth accumulation, retirement income and estate distribution.Responsible for retention and development of 400+ Fidelity households with $850mm+ of investable assets.Achiever Winner
Mar 2013 - Aug 2018
Account Executive - Gartner Worldwide Events
Gartner Events feature the world's most exclusive gatherings of senior IT and business strategists and attract more than 40,000 executives and 1,100 industry-leading technology providers. As the leading provider of events for IT professionals, Gartner produces an annual slate of over 60 conferences throughout the US, EMEA, Latin America and.
2012 - 2012
Wealth Planning Advisor
Sagemark Consulting
Premiere fee-based wealth advisory firm. Provided comprehensive wealth accumulation, protection and transfer strategies involving investment, tax, insurance, business succession and estate planning. Developed and managed client relationships targeting clients with $10 million+ net-worth. Utilized range of lead generation methodologies, including cold.
2007 - 2012
~5 yrs
Financial Planner
Barnum Financial Group
2005 - 2007
~2 yrs
Financial Advisor
2003 - 2005
~2 yrs
2 education records
Nathan Thomsen, Cfp® education
Business Administration, Marketing
University Of Connecticut
Education record
Xavier High School
FAQ
Frequently asked questions about Nathan Thomsen, Cfp®
Quick answers generated from the profile data available on this page.
What company does Nathan Thomsen, Cfp® work for?
Nathan Thomsen, Cfp® works for Parallel Advisors, LLC.
What is Nathan Thomsen, Cfp®'s role at Parallel Advisors, LLC?
Nathan Thomsen, Cfp® is listed as Wealth Advisor at Parallel Advisors, LLC.
What is Nathan Thomsen, Cfp®'s email address?
AeroLeads has found 1 work email signal at @advisorscenter.com for Nathan Thomsen, Cfp® at Parallel Advisors, LLC.
Where is Nathan Thomsen, Cfp® based?
Nathan Thomsen, Cfp® is based in Greater Boston, United States, United States while working with Parallel Advisors, LLC.
What companies has Nathan Thomsen, Cfp® worked for?
Nathan Thomsen, Cfp® has worked for Parallel Advisors, Llc, Advisors Capital Management, Tiaa, Fidelity Investments, and Gartner.
How can I contact Nathan Thomsen, Cfp®?
You can use AeroLeads to view verified contact signals for Nathan Thomsen, Cfp® at Parallel Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Nathan Thomsen, Cfp® attend?
Nathan Thomsen, Cfp® holds Business Administration, Marketing from University Of Connecticut.
What skills is Nathan Thomsen, Cfp® known for?
Nathan Thomsen, Cfp® is listed with skills including Leadership, Alternative Investments, Development, Estate Planning, Consultative Selling, Fixed Income, Estate Tax Planning, and Retirement Planning.
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