Nate Wenner

CPA, PFS, CFP, CIMA -- Wealth Manager at Wipfli Hewins Investment Advisors

Financial Adviser at Hewins Financial Advisors, Llc in Edina, MN

About

We provide our clients with experienced financial planning, a disciplined investment management approach, as well as the time and resources needed to formulate a prudent investment strategy. We also offer financial planning services with the aid of enhanced software that performs interactive financial planning, which enables our clients to explore their financial futures in real time with visual images to further illustrate the consequences of various choices. Our relationship as a member of the Callan Independent Adviser Group (IAG) and being an approved Dimensional Fund Advisor (DFA) extends our access to in-depth, high-quality research and information resources. We are committed to serving our clients in a manner consistent with our fiduciary responsibilities, aiming to make their complex financial lives a little easier. Specialties include financial planning and comprehensive wealth management services for individuals and families and use of an interactive planning tool featuring real-time scenarios. Hewins Financial Advisors, LLC is an SEC-registered, wealth management and advisory firm. Founded in 1999, Hewins (which also does business under the names Wipfli Hewins Investment Advisors, LLC, DZH Phillips Wealth Management, and Cue Wealth Management Solutions) is headquartered in the San Francisco Bay Area. We have offices in California, Florida, Illinois, Minnesota, Missouri, Oregon and Wisconsin, and are proud affiliates of Wipfli LLP, a large regional CPA firm.

Contact
Click for phone number
(952) 548-3404
Address
7601 France Avenue South Suite 400 in Edina, MN 55435
Info
None specified

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Credentials

Certifications

CFP, CPA, PFS, CIMA

Background

Experience

Wealth Manager -- CPA, PFS, CFP, CIMA