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Nate Wenner CFP, CPA, PFS, CIMA

Nate Wenner CFP, CPA, PFS, CIMA

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location of Nate Wenner CFP, CPA, PFS, CIMAMinneapolis, Minnesota, United States

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  • Timeline

  • About me

    Partner / Private Wealth Manager at Creative Planning

  • Education

    • St. Cloud Cathedral

      -

    • University of St. Thomas

      1989 - 1993
      BA

  • Experience

    • EY

      Jan 1993 - Jan 2002

      • Personal Financial Planner

        Jan 1998 - Jan 2002

      • Certified Public Accountant - Staff, Senior, then Manager

        Jan 1993 - Jan 1998

    • Minnesota State University, Mankato

      Jan 2002 - Jan 2008
      Adjunct Faculty Instructor

    • Wipfli Financial Advisors

      Nov 2002 - Oct 2022
      Principal

    • Creative Planning

      Oct 2022 - now
      Partner, Private Wealth Manager - Creative Planning LLC

  • Licenses & Certifications

    • CFP -- Certified Financial Planner

      CFP Board

    • CIMA - Certified Investment Management Analyst

      Investment Management Consultants Association (IMCA)

    • CPA - Certified Public Accountant

      Minnesota Board of Accountancy

    • PFS - Personal Financial Specialist

      American Institute of Certified Public Accountants (AICPA)

    • CPA (Certified Public Accountant)

      AICPA
      View certificate certificate

  • Volunteer Experience

    • Key Advisor for Financial Matters Ambassador Program

      Issued by BestPrep
      BestPrepAssociated with Nate Wenner CFP, CPA, PFS, CIMA

    • Board of Directors since 2023; Investment Committee (currently Chair) since 2010

      Issued by Catholic Charities Twin Cities on Nov 2010
      Catholic Charities Twin CitiesAssociated with Nate Wenner CFP, CPA, PFS, CIMA

    • Community Leadership Board - Minnesota

      Issued by American Diabetes Association on Aug 2013
      American Diabetes AssociationAssociated with Nate Wenner CFP, CPA, PFS, CIMA

    • Rotary Club of Edina

      Issued by Rotary International on Jun 2008
      Rotary InternationalAssociated with Nate Wenner CFP, CPA, PFS, CIMA

    • 2009 President - FPA of Minnesota (Board member 2007-2010)

      Issued by FPA - Financial Planning Association on Jan 2007
      FPA - Financial Planning AssociationAssociated with Nate Wenner CFP, CPA, PFS, CIMA

    • Personal Financial Specialist - National Committee

      Issued by AICPA on Jan 2007
      AICPAAssociated with Nate Wenner CFP, CPA, PFS, CIMA