Nathan M. Piel

About Nathan M. Piel

I take pride in building lifelong relationships by focusing on the specific needs of…

Experience

1. Financial Advisor

   Focus Financial Network, Inc

   Jul 2016 — Present · Wausau, WI, US

   Graduating from the University of Wisconsin - Eau Claire majoring in Marketing with a Sales Emphasis, I decided to follow in my father’s footsteps and become a Financial Advisor. I maintain an all-encompassing financial approach in my practice that incorporates all aspects of a client’s financial world. My goal is to provide a clear path for each client to ascend toward financial stability and success. I have FINRA Series 7 and 66 registrations. In my spare time, I enjoy being active with sports, fishing, hunting, and spending time with my family and friends.Some of my primary focus includes:•Retirement Strategies (IRAs, ROTH IRAs, 401Ks, 403Bs, Rollovers, Annuities)•Insurance Strategies (Life Insurance, Own Occupation Disability, Long-Term Care)•Fee based Financial Plans, Estate Planning*•Educational Funding (529 Plans, Coverdale IRAs)•Capital Accumulation (Mutual Fund Portfolios, Asset Allocation, Investment Advisory Accounts)•Business Ownership (Exit and Transition Strategies*)Securities offered through Royal Alliance Associates Inc, member FINRA/SIPC. Insurance and investment advisory services offered through Focus Financial Network, Inc, a registered investment advisor not affiliated with Royal Alliance Associates, Inc.The Piel Group is a marketing designation.