Nate Creviston

Manager, Wealth Management & Portfolio Analysis at Capital Advisors, Ltd.

Nate Creviston, CFP®, ChFC®, RICP® has experience working at Capital Advisors, Ltd. as a Manager in Wealth Management & Portfolio Analysis and also as a Wealth Management Analyst. Prior to this, Nate worked at Weeks Financial - Northwestern Mutual as an Associate Wealth Management Advisor and Associate Financial Representative. Nate began their career at Northwestern Mutual as a Financial Representative Intern. Nate holds a degree in Economics from Miami University and studied Marketing at the University of Mount Union. Nate graduated from University School in Cleveland, OH.

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Previous companies

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Timeline

  • Manager, Wealth Management & Portfolio Analysis

    October, 2020 - present

  • Wealth Management Analyst

    September, 2018