Nathan Huisgen is a Wealth Manager with LPL Financial, the nation’s leading independent brokerage firm*. LPL Financial is a member of FINRA (Financial Industry Regulatory Authority) and the Securities Investor Protection Corporation (SIPC). Unlike most major Wall Street firms, LPL Financial does not offer their own investment products so they are independent in their research and outlook.
In 2010, Nathan graduated with a Bachelor of Science degree in Business from the University of Colorado Denver. Upon graduation, Nathan worked in the mortgage industry taking a holistic approach analyzing his clients’ monthly expenses and creating budgeting strategies. His successes promoted him to a mortgage underwriter with Wells Fargo where he determined if the risk of offering a mortgage loan to a particular borrower was acceptable.
Nathan currently holds FINRA series 7 and 63 registrations with LPL Financial as well as his Life, Accident and Health, and Variable Insurance licenses. He works with people to identify their priorities, discover their progress, and help them act on customized strategies. This includes evaluating the client’s current financial position and recommending strategies for investment management, tax planning, estate planning, risk management and reviewing results regularly to evaluate the client’s progress toward meeting individual financial goals. Nathan educates clients on financial planning principles, investment philosophy, portfolio strategies and market views.
Nathan’s team of coworkers expands his ability to serve individuals and businesses. His branch office has served people since 1986 providing guidance and research for corporate retirement plans.
Outside of work, his time is dedicated to honing his investment knowledge and augmenting his financial services education. He enjoys playing hockey, golf, disc golf, hiking, guitar, and enjoying life with his wife Dana.
You can contact Nathan by email at nathan.huisgen@lpl.com.
*As reported in Financial Planning magazine 1996-2015, based on total revenues.
**Torch Financial Services is a separate entity from LPL Financial.