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Nathan Wegman Location
Rochester, NY, US
Nathan Wegman Work
2018 -now Private Wealth Advisor, Founder @
2013 -2018 Financial Advisor @
2010 -2013 Health and Benefits Sales @
2009 -2010 Agency Account Coordinator @
2008 -2009 Client Service Advisor @
2006 -2008 Sales @
2006 -2008 Sales @
2003 -2006 Senior @
Nathan Wegman Education
College for Financial Planning
CFP® (Finance and Financial Management Services)
2017-2019
College for Financial Planning
CRPC® (Finance and Financial Management Services)
2014-2015
SUNY Brockport
Bachelor (Finance)
2003-2006
Nathan Wegman Summary
Nathan Wegman, based in Rochester, NY, US, is currently a Private Wealth Advisor, Founder at Endeavor Wealth Advisory Group. Nathan Wegman brings experience from previous roles at Ameriprise Financial Services, Inc. and Paychex. Nathan Wegman holds a 2017 - 2019 CFP® in Finance and Financial Management Services @ College for Financial Planning. Nathan Wegman has 1 emails and 1 mobile phone numbers on RocketReach.
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