Nathan Zeeb, CFP

Nate Zeeb serves as a Senior Wealth Client Financial Advisor, bringing over 22 years of experience in the financial services industry. He began his career with Wells Fargo in 2003, holding roles in Business Banking and The Private Bank before transitioning to Wells Fargo Advisors in 2021. Nate holds a Bachelor of Arts degree in Business Administration and Economics from Augustana University and the CERTIFIED FINANCIAL PLANNER practitioner designation in 2020. The CFP certification identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board and have successfully completed coursework on financial topics in the following areas: general principles of financial strategies, insurance planning and risk management, employee benefits planning, and retirement and estate planning strategies. CFP certificate holders also agree to meet ongoing continuing education requirements. Nate is recognized for his comprehensive approach to investment planning, which encompasses debt management, cash reserves, insurance, estate planning strategies, investment planning, and business transition planning. He works closely with entrepreneurial, thoughtful, and long-term oriented clients to help them clarify their goals and make informed decisions. Outside of his professional responsibilities, he enjoys reading, ice fishing, carpentry, and spending time with his wife Katie and their two children, Caroline and Owen.