Private Wealth Manager
CurrentCreative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.
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@wipflifinancial.com
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Nathan Digmann, Cfp®, Ceft® is listed as Private Wealth Manager at Creative Planning, LLC at Creative Planning, based in Milwaukee, Wisconsin, United States. AeroLeads shows a work email signal at wipflifinancial.com and a matched LinkedIn profile for Nathan Digmann, Cfp®, Ceft®.
Nathan Digmann, Cfp®, Ceft® previously worked as Private Wealth Manager at Creative Planning and Head Coach - Boom Train at Us Quidditch. Nathan Digmann, Cfp®, Ceft® holds Bachelor'S Degree, Finance, Economics from Marquette University.
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Hailing from Marquette University with degrees in both finance and business economics, Nathan has spent his entire professional career in financial services working directly with clients. Today, Nathan is a private wealth manager for high-net-worth individuals, providing strategic consulting to help meet their personal and financial goals.As a sports coach in his free time, Nathan brings that mindset to his work, coaching clients through all the emotions attached to their financial lives.Nathan shifts into coach mode especially when his clients are transitioning out of their business — their life’s work. All of a sudden, a life plan is switched up. Goals change. Emotions come to the fore. And Nathan is there to guide them into the next chapter. He works with people in all stages of transition — from young professionals to business owners to young retirees, or families working through a transition.His experience is informed heavily by the financial crisis of 2008 when he saw how deeply people were affected by the stress money caused. As an advisor, he thrives in taking that stress away by educating people to think differently about money. That is how he measures his impact — by whether clients are able to live their lives differently after working with him.Nathan has a relaxed and genuine style that helps him connect with people. As a sports coach, he built a culture of success among his team members, and also implemented new gameplay and leadership strategies.But the team he is most proud of is the one he works with at Creative Planning. The financial planning experience helps clients bring their entire financial life together by collaboratively taking a deep dive to ensure they are making each of the necessary steps to help them achieve their goals. In sports and in life, Nathan leads with empathy and honesty, focusing on building long-lasting and trusting relationships.
Listed skills include Teamwork, Leadership, Time Management, Process Improvement, and 21 others.
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Overland Park, Kansas, US
Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.
Wauwatosa, Wisconsin, US
Wipfli Financial Advisors, LLC ("Wipfli Financial") is an investment adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. We are not engaged in rendering legal, accounting.
New York, NY, US
Reached the league's championship series, placing second, the organization's best ever finish.Qualified for the playoffs by earning the team's third consecutive MLQ North Division championship.Coached some of the top players in the world, including multiple members with experience as a part of the US National Team.Worked to unite teammates from Wisconsin.
Lynnwood, WA, US
In April 2017, helped lead the program to its first US Quidditch Cup (i.e. the "NCAA Tournament" of the sport) appearance since 2012.Also guided the program to its first national tournament, Consolation Cup, (i.e. the 'NIT' of the sport) in April 2016.Created intuitive strategies to be implemented into gameplay.Developed leadership and organizational.
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Nathan Digmann, Cfp®, Ceft® works for Creative Planning.
Nathan Digmann, Cfp®, Ceft® is listed as Private Wealth Manager at Creative Planning, LLC at Creative Planning.
AeroLeads has found 1 work email signal at @wipflifinancial.com for Nathan Digmann, Cfp®, Ceft® at Creative Planning.
Nathan Digmann, Cfp®, Ceft® is based in Milwaukee, Wisconsin, United States while working with Creative Planning.
Nathan Digmann, Cfp®, Ceft® has worked for Creative Planning, Us Quidditch, Wipfli Financial Advisors, and Major League Quidditch.
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Nathan Digmann, Cfp®, Ceft® holds Bachelor'S Degree, Finance, Economics from Marquette University.
Nathan Digmann, Cfp®, Ceft® is listed with skills including Teamwork, Leadership, Time Management, Process Improvement, Microsoft Word, Microsoft Office, Social Media, and Powerpoint.
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