Choice Wealth > Wealth Team

Nate Natwick

Wealth Manager

With Nate, you’ll have a dedicated advisor with over 12 years of experience who provides straightforward advice, tailored recommendations, tax-efficient investing strategies, and guidance designed to grow and protect your wealth.

More About Nate

207 E Front Avenue
Bismarck, ND

Bismarck
701.250.5126

Toll-Free
800.648.2423

Let’s Get Started

No financial situation is the same, which is where my experience creating custom-tailored financial plans and asking important questions adds value to your financial future. I look forward to helping find your best future.

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Areas of Focus

Financial Planning

How will you put the kids through college? What’s your vision for retirement? Any major purchases planned? I’ll listen to your needs and establish a plan that is right for you.

Retirement Planning

Many retirees are understandably concerned about their income. Together, we’ll develop a plan that’s sustainable and personalized for your specific needs.

Portfolio Management

As markets fluctuate and your needs evolve, I will be there to make adjustments to your portfolio. By keeping you and your goals in mind, I will assure your money is always working for you.

More About Nate

Nate Natwick is an Investment Advisor Representative with GWM Advisors. He has been a partner in the office for over three years. Prior to working at Choice Wealth, he worked at Investment Centers of America in various roles for 12 years, ending his time there as the Assistant Vice President of the Financial Solutions Team.

His securities registrations include the Series 7, held through LPL Financial, and the Series 66, held through LPL Financial and GWM Advisors, LLC. He also holds life and annuity as well as accident and health insurance licenses. Nate earned a Bachelor of Science degree in Business
Administration from the University of Mary in Bismarck.

Nate is committed to helping people work toward their financial goals, whether it’s saving for college, retirement or something in between. He works to build customized, full financial plans for each client and he meets with them regularly to review investment performance. Regular
meetings are also important to reaffirm personal and investment goals.

Nate and his wife Kristen reside in Bismarck and have one child, Hudson, 3. Outside of the office, Nate enjoys spending time with family and friends, golfing, and traveling. He also is an avid Duke Blue Devil’s fan and can be counted on to be watching almost every game of the college men’s basketball season.

Left-to-right: James Fettig, Lisa Boehm, Anna Novak, Nate Natwick, Tina Pritchett

 

From the Choice Wealth Blog

For timely resources, tips, and advice from our Wealth Team, visit our Choice Wealth blog.

Visit the Blog

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Beyond Retirement: What About Your Other Goals?

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5 Types of Retirement Plans for Small Business Owners

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Investment advice offered through GWM Advisors LLC dba Goss Advisors, a registered investment advisor and separate entity from LPL Financial. Choice Financial Group and Choice Wealth are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Choice Wealth, and may also be employees of Choice Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Choice Financial Group or Choice Wealth. Securities and insurance offered through LPL or its affiliates are:

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  • May Lose Value

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