Highlights
Certificate in Investment Performance Measurement (CIPM)
Awarded designation by CFA Institute
Forbes “Top Next Generation Financial Advisor”
Named a “Top Next Generation Financial Advisor” by Forbes in 2023
See criteria/ ranking methodology
What comes to mind when you think of Wisconsin? Farmland? Cheese? Growing up in a small Wisconsin town, Nate can confirm that the cheese is as good as they say it is, but what shaped him most was being a part of a strong, close-knit community with a desire to help your neighbors.
Nate got his first taste of the financial industry during high school as a part-time teller at his local bank. Once he saw how he could blend his love for numbers with the personal conversation and connection of working with his regulars, he headed straight to the University of Wisconsin-Madison for a degree in economics and a future in wealth management.
After working locally at an independent Registered Investment Advisory firm for a few years, Nate made the move to the D.C. area for an opportunity at Merrill Lynch. However, he quickly realized that working for a gigantic firm meant cookie cutter solutions and an inherently rigid culture. So, he ditched the suit and tie and headed back to the independent space where he could work more collaboratively with a team and more intimately with clients.
Nate’s goal is helping clients use what they have, to get where they most want to go– so they can reach not just their potential for wealth but their potential for living. He enjoys the detail of diving into portfolio allocations, investment performance, and analysis, but also the personal side of helping our clients fully and clearly understand how their customized portfolios can help them achieve their desired lifestyle and legacy.
Outside of the investment space, Nate’s passion for numbers and people led him to volunteer as a calculus tutor for high school and college students. In his down time, you can find him on any lake boating, fishing or watching his black lab, Jax, swim.
Contact Nate to:
- Ask questions about your investments and performance
- Gain insight on investments and the current economy
- Place a trade in your account
- Ask questions about your investment reports
IMPORTANT DISCLOSURE INFORMATION
Please remember that past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Monument Capital Management, LLC (“Monument”)), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Monument. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if Monument is engaged, or continues to be engaged, to provide investment advisory services. Monument is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice.
A copy of Monument’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at monumentwealthmanagement.com/disclosures. Please Note: Monument does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Monument’s website or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your Monument account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your Monument accounts; and, (3) a description of each comparative benchmark/index is available upon request.
Please Remember: If you are a Monument client, please contact Monument, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.
