wiseradvisor

Nate Wenner
Wipfli Hewins Investment Advisors

Tel: (952) 548-3404
7601 France Avenue South
Suite 400
Minneapolis, MN 55435

From here you can see everything.

Wipfli Hewins Investment Advisors | Financial Advisor in Minneapolis ,MN

About Wipfli Hewins Investment Advisors

As a national, CPA-based financial advisory firm, our team is committed to delivering the guidance and support you need to manage your finances at every stage of your life.

By taking a holistic approach to financial planning and wealth management, we’ll strive to gain a deeper understanding of your long-term goals and reasons for investing, whether it’s planning for retirement, preparing your legacy or funding your child’s college education. The result is a carefully crafted plan and strategy driven by what is important to you.

Wipfli Hewins Investment Advisors have helped individuals and families successfully manage their financial lives since 1999.


General Information

Firm Start Year:   1999
No.of Employees:   50-99
States Licensed in:   MN, CA, WI, FL
Number of Years with Current Firm:   12
I work with the following types of clients:   Family Office, Non-Profit Organizations, Businesses, Individual Investors


Services

Investment Types:   Mutual Funds, Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office, At my office, Via phone


Qualifications & Memberships

Financial Organization Memberships:   Financial Planning Association (FPA), Paladin Registry, American Institute of Certified Public Accountants (AICPA)


Firm Information

Firm's Number of Clients:   1228
Assets Managed by Firm:   $3,000,000,000
Advisor's Number of Clients:   190
Assets Managed by Advisor:   $291,000,000


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Hourly, Based on Assets


Board Positions

Organization:  Financial Planning Association
Position :  President
Duration :  January 2009-December 2009

Organization:  Financial Planning Association  Minnesota
Position :  Board Member
Duration :  January 2007-Currently holding

Organization:  The American Institute of Certified Public Account  National
Position :  Personal Financial Specialist
Duration :  January 2007-December 2009

Organization:  American Diabetes Association  Minnesota and North Dakota
Position :  Community Leadership Board
Duration :  May 2014-Currently holding


Education

BA, Business/Accounting; Economics  University of St. Thomas
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Nate Wenner

Nate Wenner

CPA, CIMA®, PFS

For more than fifteen years, Nate has provided expert financial counseling to high net
worth families. As a Principal and Regional Director with Wipfli Hewins Investment
Advisors, Nate utilizes his past experience as both a CPA and Financial Planner at Ernst
and Young to deliver a comprehensive wealth management approach including
retirement planning, investment planning, tax planning, and estate planning, among
others. This methodology provides his clients with the comprehensive resources and a
disciplined approach to realize their financial goals.

Nate works with clients through a process of discovery; often addressing personal considerations that are connected to a client’s financial future. His clients include families, business owners, professionals and retirees who have questions about how to manage their overall wealth. Often, clients seek Nate out when they are approaching a life transition like retirement, the sale of a business, marital dissolution, and college-bound children or making a major charitable gift. With every client, Nate uses the firm’s
unique Discovery and Visual Interactive Planning™ tools to develop a thorough
understanding of his clients, and their financial lives. Throughout the lives of his clients
and their families, Nate and his team work to understand his clients’ personal financial
position - then implement, monitor and update these strategies, drawing on the
strengths of the firm’s Investment Committee and keeping asset allocation and
rebalancing as the center point of every client portfolio.

My Services

Financial Planning for Individuals

Visual Interactive Planning™ is a collaborative process where clients and advisors work together, taking a big-picture approach while examining and exploring multiple scenarios. See answers to your unique life scenarios converted into diagrams that can help you see the impact of future options and various financial decisions. The outcome is a picture of your possibilities and information to help you make informed decisions. Visual Interactive Planning is a trademark of ScenarioNow, Inc.

My Team

Jordan Mills
Jordan Mills CFP®
You wouldn’t expect a finance major to learn an important lesson teaching English, at a grade school outside of Venice, Italy. In the summer of 2005, University of Minnesota alum Jordan Mills did just that: She learned that understanding comes from simplifying complex ideas—whether they are the basics of finance or the obscure rules of English grammar. As a Senior Associate Consultant at Wipfli Hewins, Jordan has made simplification a cornerstone of her client service approach for wealth m ...more

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

Communities Served

Minneapolis

News & Events


Step Out: Walk to Stop Diabetes
When: 09/27/2014 10:00 | By: American Diabetes Association
Location: General Mill Campus, Golden Valley, MN 55427 Click here to see detail

Awards & Recognitions

Five Star Wealth Manager
(01/01/2014)

Wipfli Hewins Investment Advisors, LLC (Wipfli Hewins) proudly announces that Nate Wenner, Principal and Regional Director in its Twin Cities, Minnesota office, has received the Five Star Wealth Manager Award for the fourth year in a row. Wenner has earned many relevant credentials in his field (CFP®, CPA, PFS, CIMA®), helping him guide his clients and manage their financial and tax planning in an integrated fashion. But his most important work is developing a holistic, trusting relationship with his clients and their families. He believes his careful attention, thoughtful approach and ability to connect the important dots can make all the difference to them. … more

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