Nathan Goebel CFP

Nathan Goebel, CFP®, has extensive work experience in the financial planning industry. Nathan began their career at Northwestern Mutual in 2015 as a Financial Representative, where they gained valuable knowledge and skills in financial services. In 2017, Nathan joined Wealthcare as a Financial Advisor, providing expert advice and guidance to clients. Nathan then moved on to Cetera Financial Group in 2019, serving as Sales Supervision. Nathan's role at Cetera involved overseeing sales activities and ensuring compliance with regulations. Currently, Nathan is employed at AIS Planning as an Advisor, where they continue to provide comprehensive financial planning services to their clients. Throughout their career, Nathan has demonstrated a strong commitment to helping individuals and families achieve their financial goals.

Nathan Goebel, CFP®, completed their Bachelor's Degree in Finance, General at St. Cloud State University from 2014 to 2017. In 2016, they also attended St. Cloud State University - Herberger Business School, although the information regarding the degree and field of study is unspecified. In terms of certifications, Nathan obtained the following additional qualifications: Certified Financial Planner (CFP) from the CFP Board in August 2021, Series 66 from FINRA in November 2017, Life, Accident & Health Insurance Producer from the Minnesota Department of Commerce in March 2015, Series 24 and Series 52 from the Municipal Securities Rulemaking Board in July and August 2019 respectively, and Series 53 and Series 7 from FINRA in September 2019 and September 2017 respectively.