Nate J. Wenner,  CFP<sup>&reg;</sup> - Financial Advisor

Nate J. Wenner, CFP®

CPA, PFS, CIMA

Principal

Wipfli Hewins Investment Advisors

7601 France Ave S, Suite 400
Edina, MN 55435

Wipfli Hewins Investment Advisors

8665 Hudson Blvd N., Suite 200
Lake Elmo, MN 55042
FINANCIAL ADVISOR'S WEBSITE
(877) 636-6468
(952) 548-3404 (651) 766-2869
CONNECT WITH Nate
  • linkedin link

General

Nate Wenner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wipfli Hewins Investment Advisors in Edina, MN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Corporate Finance, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Mutual Funds, Job Loss, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

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