FINANCIAL ADVISOR

Nathan Farr, CFP®, MBA

First Vice President, Branch Manager
Financial Advisor
Nathan Farr, CFP®, MBA
8215 Greenway Boulevard
Suite 200
Middleton, WI 53562
Toll-Free: 800 545 1536
Direct: 608 828 3660

Nathan Farr, Financial Advisor and Branch Manager in our Middleton, Wisconsin office, joined Ziegler in 2009. As a Certified Financial Planner™ practitioner, Nate's goal is to help his clients live life by design, not by default. He works as a trusted advisor for high net worth individuals, families, and business owners to assist them in getting their financial house in order using the wide range of resources available through Ziegler.

Our most deeply held principle at Ziegler is clients come first. Nate plays a vital role in keeping his eye on the financial ball for his clients, while they are busy living their lives. He is able to design financial plans that can provide income for life, keep pace with inflation and taxes, and weather the unpredictable costs and challenges of long term care. Families and their resources can stay intact. Nate's background and training gives him a unique perspective in providing comprehensive financial advice. The holistic approach he takes with his clients helps him see their broader financial picture and ability to maximize their after-tax wealth.

Nate received a Masters of Business Administration from W.P. Carey School of Business at Arizona State University, and a Bachelors of Business Administration (BBA) from University of Wisconsin – Madison in finance, investment and banking.

Begin by sitting down and discussing your needs and goals with Nate. He will be happy to explain the financial tools and investment opportunities available through Ziegler. Please call 608 828 3660 to schedule a time to meet.

 

Learn About my Wealth Planning Standard of Care Process

1. Achieve a deep understanding of your financial goals
2. Gather a clear, detailed picture of your ideal financial vision
3. Build a customized written strategy focused on your unique needs
4. Review recommendations and ongoing progress toward your desired outcomes
5. Adjust the plan and your stage of life evolves

Click the image to download an overview.

 

 

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What Does This Market Run Mean For You?
The stock market has had a great run, what does that mean to you? Learn how emotion drives many investor decisions under the Additional Resources section. For further insight, let’s connect.