Nathan A. Krampe
▷ Forbes.com Top Advisor - Financial Advisor to Families & Business Owners | Featured: Forbes, The Wall Street Journal
- Role
- Wealth Advisor Founder at Lion\'s Wealth Management
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Nathan A. Krampe
Nathan Krampe is the founder and CEO of Lion’s Wealth Management, a registered investment advisory firm in Minneapolis, working closely with business owners, company executives, and their families to reduce taxes, plan for retirement, exit their company, transfer, and protect their wealth. Nathan has been recognized yearly from 2013 to 2025 as Five Star Wealth Advisor, a Forbes.com Top Advisor and featured in Forbes and The Wall Street Journal.Nathan is a Certified Private Wealth Advisor® professional finishing his studies at Yale School of Management. Additionally, he holds his Certified Financial Planner™ professional designation from the College of Financial Planning. He is an Investment Advisor Representative (IAR) and is a fiduciary for his clients.Data compiled by SHOOK Research LLC ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices. Also reviewed: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Data compiled by Five Star Professional ), is based on 10 objective criteria.If you’re ready to schedule a second-opinion meeting, then send a message here on LinkedIn to schedule a 15-minute exploratory call.
Experience
Wealth Advisor Founder
Mar 2019 — Present · Minneapolis, MN, US
Wealth’s ultimate purpose is to connect families and communities, create an impact through business, and leave a legacy of significance.
Education
University of Minnesota
BIS, Marketing, Computer Science, Communications
Yale School of Management
Wealth Management Theory and Practice, CPWA® Certification, Certified Private Wealth Advisor®
College for Financial Planning
CFP® Certification Professional Education Program, CERTIFIED FINANCIAL PLANNER™
Skills
- Disability Insurance
- Accounting
- Finance
- Series 63
- Investment Strategies
- Employee Benefits
- Investments
- Management
- Financial Planning
- Asset Allocation
- Mutual Funds
- Small Business
- Retirement
- Strategic Financial Planning
- Analysis
- Financial Advisory
- Wealth
- Fixed Annuities
- Strategic Planning
- Wealth Management
- Retirement Planning
- Series 7
- Insurance
- Portfolio Management
- Long-Term Care
- 401k
- Tax
- Iras
- Estate Planning
- Financial Services
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