Nate Kublank
Director - Wealth Management, Partner at Aspiriant
- Role
- Director - Wealth Management at Aspiriant
- Location
- Madison, WI, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Nate Kublank
I am a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Private Wealth Advisor®…
Experience
Director - Wealth Management
Oct 2016 — Present · Milwaukee, WI, US
http://aspiriant.com/our-exceptional-people/
Education
University of Wisconsin-Madison
Bachelor of Science, Consumer Science - Personal Finance
1999 — 2004
Skills
- Asset Management
- Estate Planning
- Financial Planning
- Portfolio Management
- Wealth Management
- Investment Advisory
- Special Needs Planning
- Retirement Planning
- Wealth Transfer Planning
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