Nate Birkholz's Location
Scottsdale, AZ, US
Nate Birkholz's Work
- Senior Advisor @ Dew Wealth Management
- Managing Director - Private Client Services @ Bankers Trust
- President of BTC Trust Company of South Dakota @ BTC Trust Company of South Dakota
- Chief Fiduciary Officer @ Discipline Advisors, LLC
- Senior Vice President and Trust Department Manager @ Merchants Bank NA
- Vice President and Trust Officer @ Eastwood Insurance Agency
- Vice president and Trust and Fiduciary Specialist @ Wells Fargo
- Vice President and Wealth Specialist @ Wells Fargo
Nate Birkholz's Education
- University of Nebraska College of Law
J.D. (Law)
1996 - 1998 - Minnesota State University, Mankato
B.S. (Philosophy)
1993 - 1995 - Bethany Lutheran College
A. (Liberal Arts)
1991 - 1993
- St. Croix Lutheran
High School Diploma (HIGH SCHOOL/SECONDARY DIPLOMAS AND CERTIFICATES)
1987 - 1991
Nate Birkholz's Skills
- Estate Planning
- Financial Advisory
- Charitable Remainder
- Fiduciary
- High Net Worth
- Charities
- Financial Planners
- Charitable Trusts
- Non profit
- Non Profit Administration
Nate Birkholz's Summary
Nate Birkholz, based in Scottsdale, AZ, US, is currently a Senior Advisor at Dew Wealth Management, bringing experience from previous roles at Bankers Trust, BTC Trust Company of South Dakota, Discipline Advisors, Inc. and Merchants Bank NA. Nate Birkholz holds a 1996 - 1998 J.D. in Law @ University of Nebraska College of Law. With a robust skill set that includes Estate Planning, Financial Advisory, Charitable Remainder, Fiduciary, High Net Worth and more, Nate Birkholz contributes valuable insights to the industry. Nate Birkholz has 1 email on RocketReach.
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