Nate Bosek Email & Phone Number
Managing Director, Wealth Advisor @ Farther Finance
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Nate Bosek Location
- Sartell, MN, US
Nate Bosek Work
- 2026 -now Managing Director, Wealth Advisor @
- 2024 -now SVP Wealth Advisor @
- 2019 -2024 Financial Advisor @
- 2017 -2019 Senior Vice President, Investment Advisor Representative @
- 2014 -2017 Financial Advisor @
- 2013 -2014 Private Banker @
- 2012 -2013 Financial Services Investment Officer @
- 2011 -2012 Financial Advisor @ Edward Jones Investments
Nate Bosek Education
- Concordia College
BS (Finance)
2008-2011
Nate Bosek Skills
- Investments
- Finance
- Investment Strategies
- Mutual Funds
- Financial Services
- Retirement Planning
- ETFs
- UIT
- 401ks
- Retirement Income Strategies
- Fixed Annuities
- Bonds
- Risk Management
- Stocks
- Variable Annuities
- Series 7
- Series 63
- Asset Allocation
- IRAs
- Alternative Investments
- Wealth Management
- Wealth Management Services
- Estate Planning
- Roth IRA
- Fixed Income
- Commercial Lending
- Portfolio Management
- Separately Managed Accounts
- 529 Plans
- Retirement Plan Consulting
- Qualified Retirement Plans
- Equities
- Municipal Bonds
- Long Term Care Insurance
- Life
- Life Insurance
- Consumer Lending
- Financial Advisory
- High Net Worth
- Banking
- Pensions
- Saving for Education
- Qualified Retirement
- Retirement Income
- Investment Advisory
- Wealth Accumulation
- College Savings Plans
- Credit
- Financial Goals
- 401k Rollovers
- Private Banking
- Separately Managed
- Retirement Plan
- Loans
- High Net Worth Individuals
Nate Bosek Summary
- Nate Bosek, based in Sartell, MN, US, is currently a Managing Director, Wealth Advisor at Farther. Nate Bosek brings experience from previous roles at Farther, Edge Financial Advisors, Alpha Cubed Investments, LLC and Bremer Investment Services/Raymond James Financial Services. Nate Bosek holds a 2008 - 2011 BS in Finance @ Concordia College. With a robust skill set that includes Investments, Finance, Investment Strategies, Mutual Funds, Financial Services and more. Nate Bosek has 3 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Nate Bosek?
Find contact details for 700 million professionals.
Others Named Nate Bosek
Nate Bosek
Managing Director, Wealth Advisor
Sartell, MN, US
Top Farther Finance Employees
Roy Satterthwaite
Managing Director
California, United States
Margie Carpenter
SVP Wealth Advisor
New York, NY, US
Taylor Matthews
Founder
El Granada, CA, US
David Darby
Managing Director of Investment Strategy
Palm Beach Gardens, FL, US
Christian Pierce
Vice President, Wealth Advisor
New York, NY, US
Nate Bosek
Managing Director, Wealth Advisor
Sartell, MN, US
Bradley Genser
Founder and CTO
New York, NY, US
Kerrie Debbs
Managing Director, Wealth Advisor
Cary, NC, US
Bob Kelly
Senior Vice President, Wealth Advisor
New York, NY, US
Lauren Moone
Managing Director
Pleasanton, CA, US
Jordan Soclof
Managing Director, Wealth Advisor
New York, NY, US
Tim Bohnett
Managing Director, RIA
Phoenix, AZ, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co