Nate Preuss Cfp® Clu, Chfc, Casl, Ricp

Nate Preuss has extensive work experience in the financial industry, spanning over 15 years. Nate Preuss CFP®, currently holds the role of Vice President of Business Development at Wintrust Life Finance, where they started in May 2023. Prior to this, they worked at AdvisorNet Financial as the Head of Life Strategies/External Life Wholesaler from June 2021 to March 2023. Nate also worked at Global Atlantic Financial Group as a Senior Life Wholesaler from May 2018 to June 2021. Before that, they held various positions at Voya Financial, including Senior Life Wholesaler, Senior Life Sales Support Specialist, and Advanced Sales Annuity Consultant, during their tenure from 2012 to 2018. Nate began their career as a Financial Advisor at Northwestern Mutual in May 2008, also serving as a College Unit Director from December 2009 to January 2011.

Nate Preuss CFP®, CLU, ChFC, CASL, RICP has a diverse education history in the field of financial services. Nate Preuss CFP®, first attended Minnesota State University, Mankato from 2005 to 2009, where they obtained a B.S. degree in Marketing, International Business, and Economics. Following their undergraduate studies, Nate pursued further education at The American College of Financial Services.

From 2009 to 2011, Nate earned the designation of Chartered Life Underwriter (CLU) and also completed the requirements to become a Chartered Financial Consultant (ChFC). In 2011, they obtained the Chartered Advisor for Senior Living (CASL) certification. During the same period, Nate also achieved a second degree from The American College of Financial Services, earning the title of CERTIFIED FINANCIAL PLANNER™ (CFP) with a focus on Financial Planning and Services.

Continuing their commitment to professional development, Nate attended The American College of Financial Services in 2017 to obtain the Retirement Income Certified Professional (RICP) certification. Additionally, they hold several additional certifications, including a Series 6 - Investment Company Products/Variable Contracts Representative Examination and a Series 63 - Uniform Securities Agent State Law Examination, both obtained in 2009 through the Financial Industry Regulatory Authority (FINRA).

Nate's dedication to expanding their knowledge and expertise in financial services is evident through their extensive education and certification history.