Nate Beattie
- Role
- Financial Advisor at Thrivent
- Location
- Altoona, IA, US
- LinkedIn followers
- 500 followers
About Nate Beattie
I’m a financial professional with experience helping individuals and families reach their…
Experience
Financial Advisor
Sep 2012 — Present
I help individuals and families develop a strategy to reach their financial goals and live generous lives. These financial goals could include:• Protecting the family with life insurance• Saving for retirement• Saving for a child’s college education• Charitable giving to their favorite organizations or causesFor Thrivent social media guidelines and important disclosure information visit Thrivent.com/social.
Skills
- Customer Service
- Legacy Strategies
- Microsoft Excel
- Process Improvement
- Microsoft Office
- Leadership
- Strategic Financial Strategies
- Investments
- Asset Allocation
- Retirement Strategies
- Estate Strategies
- Education Funding
- Charitable Strategies
- Risk Management
- Microsoft Word
- Investment Strategies
- General Insurance
- Insurance
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