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Nathan Farr, CFP®, MBA

Nathan Farr, CFP®, MBA

Financial Analyst

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  • Timeline

  • About me

    First Vice President/Investments, Branch Manager - Stifel

  • Education

    • Arizona State University, W. P. Carey School of Business

      2001 - 2003
      MBA

    • University of Wisconsin-Madison - School of Business

      1993 - 1997
      B.B.A. Finance, Investment, and Banking

  • Experience

    • W.W. Grainger

      Jan 1997 - Jan 2001
      Financial Analyst

    • Merrill Lynch

      Sept 2003 - Nov 2009
      Senior Financial Advisor

    • Ziegler

      Nov 2009 - Mar 2018
      First Vice President

    • Stifel Financial Corp.

      Mar 2018 - now
      First Vice President/Investments, Branch Manager - Stifel

      Nathan works as a financial advisor for high-net-worth individuals, families, and business owners to assist them in getting their financial house in order using the wide-range of resources available through Stifel.

  • Licenses & Certifications

    • Series 66

      FINRA
      Jan 2003

    • Series 7

      FINRA
      Jan 2003