Nathan Golz

About Nathan Golz

Visit my website at: https://home.wellsfargoadvisors.com/nathan.golzAs a Financial Advisor, I work with clients to develop long-term plans to help them accomplish their wide-ranging financial goals. Whether seeking retirement income, college savings for children or grandchilden or wealth accumulation strategies, I utilize my extensive background in risk management, investment planning, and wealth management to help accomplish those goals. I know that no two financial situations are exactly alike. Through Wells Fargo Advisors, I am able to customize investment and income strategies to address a variety of situations.I strive for a collaborative and educational experience for all of my clients. It is my objective to ensure that everyone I work with understands where they are going and how they are going to get there. I work tirelessly to explain all of my recommendations so that my clients know what they are invested in and how it can help them achieve their ultimate goals.I am honored to be able to serve the community as the Treasurer of the Aberdeen Family YMCA Board of Directors and as a member of the Investment Committee for the Northern State University Foundation. Previously, I was honored to serve as President of United Way of Northeast South Dakota Foundation and President of the United Way of Northeast South Dakota Board of Directors. I have also been blessed to serve my church as co-chair for the completed Creating Room at the Table capital campaign.Outside of the office, I keep busy chasing my three children, traveling with my wife, cooking, playing golf and spending time with my extended family in the area.This information is intended for use only by residents of: AK, AZ, CA, CO, FL, GA, IA, ID, IL, KS, MD, ME, MI, MN, MO, MT, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, WA, and and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Experience

1. Senior Financial Advisor - Managing Director - Investments

   Wells Fargo Advisors

   Aug 2010 — Present

   I advise clients on numerous financial issues surrounding wealth management. I believe I help my clients achieve their goals by educating them on the fundamentals of investments and by making prudent investments to manage risk and increase return in the long-run. Through Wells Fargo Advisors I am able to offer an array of strategies to help clients meet their wealth management and planning needs - I focus on fee-based financial advice.

Education

• Washington University in St. Louis

  MBA

  2005 — 2007

• Augustana University (SD)

  Bachelor of Arts

  1999 — 2003

Skills

• Risk Management
• Trading
• Municipal Bonds
• Investments
• Bonds
• Stocks
• Business Analysis
• Financial Analysis
• Financial Advice
• Analysis
• College Savings Plans
• Separately Managed Accounts
• Financial Risk
• 401k Rollovers
• Finance
• Financial Advisory
• Retirement Planning
• Project Management