Nate Legrand

CERTIFIED FINANCIAL PLANNER™ Professional at CenterPoint Financial Group

Role
Certified Financial Plannertm Professional at Centerpoint Financial Group
Location
Omaha, NE, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Nate Legrand

Nate is a second-generation financial planner who started in the business in 1995 before…

Experience

  1. Certified Financial Plannertm Professional

    Centerpoint Financial Group

    Jan 2000 — Present

    Investment advisory services offered though Guardian Wealth Advisors, LLC D/B/A CenterPoint Financial Group. Guardian Wealth Advisors, LLC (“GWA”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about GWA’s investment advisory services can be found in its Form ADV Part 2 or Form CRS, which is available upon request.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

Education

  • Doane University

    BS, Mathematics & Economics

    1991 — 1995

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Nate Legrand — Certified Financial Plannertm Professional at Centerpoint Financial Group in Omaha, NE, US | Unifers