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, well strive to gain a deeper understanding of your long-term goals and reasons for investing, whether its planning for retirement, preparing your legacy or funding your childs 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.
|Firm Start Year:||1999|
|States Licensed in:||MN, CA, WI, FL|
|Number of Years with Current Firm:||12|
|I work with the following types of clients:||Businesses, Non-Profit Organizations, Family Office, Individual Investors|
|Advisory Services Provided:||Financial Planning for Individuals|
|Investment Types:||Alternative Investments, Mutual Funds, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via Phone, At your office, At my office|
Qualifications & Memberships
|Financial Organization Memberships:||Financial Planning Association (FPA), Paladin Registry, American Institute of Certified Public Accountants (AICPA)|
|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
|Minimum Portfolio Size for New Managed Accounts:||$250,000|
|Compensation Methods:||Hourly, Based on Assets|
|Organization:||Financial Planning Association|
|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|
|BA, Business/Accounting; Economics||
University of St. Thomas
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 clients 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 firms
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 firms Investment Committee and keeping asset allocation and
rebalancing as the center point of every client portfolio.
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.
Jordan Mills CFP®
|Mon.||8:00 AM - 5:00 PM|
|Tue.||8:00 AM - 5:00 PM|
|Wed.||8:00 AM - 5:00 PM|
|Thu.||8:00 AM - 5:00 PM|
|Fri.||8:00 AM - 5:00 PM|
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
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.