Nathan Stading Financial Advisor in Elm Grove, WI 53122

Nathan is a Financial Advisor with 23 years of experience currently serving the Southeast Wisconsin markets. Utilizing an in-depth analysis of clients' unique goals, time horizon, income needs, and tolerance for risk, Nathan customizes easy-to-understand financial plans to help meet the needs of individuals and their families.

Prior to joining BMO Investment services Nathan spent 17 years as the Director, Regional Sales for BMO Global Asset Management where he provided guidance to registered investment advisors (RIAs), broker-dealers and banks on topics ranging from economic and market related topics, to portfolio construction techniques and practice management support. Nathan earned a Bachelor of Arts degree in Economics from the University of Minnesota and a Master in Business Administration emphasis in Finance from Marquette University. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds securities licenses 7, 24, and 66, held through LPL Financial along with his life, accident & health, and annuity insurance licenses.

Nathan lives in Pewaukee with his wife and their two children. In his spare time, Nathan is actively involved coaching youth sports and watching his kids participate in their extracurricular activities.

Nathan stays active in the community. He served on the board for SecureFutures for 7 years including being the Board Chair from 2021-2022. SecureFutures is building stronger communities by empowering teens with financial education, tools, and mentorship. Nathan continues to stay active in SecureFutures through committee work and as a member of the Advisory Council.

• Wealth Planning
• Investment Management
• Retirement Planning
• Insurance and Risk Management