Broker Check
Nate Wilmot

Nate Wilmot

Financial Planner

Nathan is a financial planner with over 16 years of financial planning experience. Nathan has extensive experience in financial planning, investment management programs, wealth accumulation, and insurance protection in the areas of Life Insurance, Disability Income, and Long-Term Care.

Nathan’s practice is focused on helping successful families and small business owners towards achieving financial independence. He helps clients achieve this through a thorough fact-finding process and needs-based strategies. He earned his Certified Financial Planner™ certification in 2010, Chartered Life Underwriter (CLU®) designation in 2009 and the Chartered Financial Consultant (ChFC®) designation in 2009. He is a registered representative and investment advisor representative of SagePoint Financial, Inc., and has his FINRA series 7 securities license.