Nick Loehlein

Nick started his career in 1999 working at one of the largest privately owned CPA firms in the nation.  He started his career doing recordkeeping and accounting.   He also worked on daily valued retirement plans, including 401(k), profit sharing and pension arrangements.  Nick’s interest in changing his career focus over to financial services stemmed from his interaction with the clients he was dealing with at the CPA firm.   Many of the people who called the service center needed and wanted help with their investments but didn’t know who to contact.    

Nick has spent the last eight years of his career concentrating on financial planning, investment management and insurance for his clients.   Nick is passionate about helping his clients achieve their financial goals through a structured process.  

In early 2014, Nick was asked to join Diversified Wealth Management as a partner and advisor and to take over the bank services program for Center National Bank.    Nick will continue to service his personal clients while also managing the client relationships for Center National Bank.

Nick currently lives in St. Cloud, with his wife Erica, and two children, Jacob and Ellie.  When Nick has free time he likes running, golf, hunting, fishing and camping with his family. 

In addition to his St. Cloud office, Nick is also often on site at the bank location:

Center National Bank
301 N. Ramsey Ave.
Litchfield, MN 55355

Securities Licenses:

Series 6   FINRA   -  License for mutual funds / variable insurance / annuities

Series 7   FINRA   -  License for general securities (stocks, bonds, mutual funds)

Series 63 NASAA -  License for federal and state securities regulations

Series 66 NASAA -  Uniformed Combined State Law Exam and fee-based advisory services

 

Insurance Licenses:

Department of Commerce general insurance license for:

term life
whole life
universal life
variable life
annuities
health insurance
long-term care insurance
disability insurance
group insurance