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CFP®, ChFC®

Nate Richter

Experience & Activities

Nate’s Financial Services career started in 1998 with a business foundation based on the core values of family, integrity, commitment, and team. His purpose is to build customized comprehensive financial plans for families and business owners that will help them create and preserve their wealth. He believes that an objective financial plan can help his client’s navigate through the dangers and opportunities in life.

Nate specializes in working with Business Owners, Executives/Professionals, Retirees and Farmers. More specifically helping his clients in the areas of:

*Retirement Income Planning
*Investments
*Family Business Succession Planning
*Employee & Executive Benefits

Nate is a past member of the Board of Directors of the Financial Planning Association of MN and is a currently involved with the Lake Minnetonka Association and Rocky Mountain Elk Foundation.