Nathan Brusseau, MBA

Independent Financial Advisor

Office Address:

115 1st Ave SE
Suite 230
New Prague, MN  56071

Nathan Brusseau began his career in the financial industry working for Securities America, Inc. and obtained his securities licensure at the age of 20. Nathan works with individuals, families, and small business owners doing comprehensive financial planning, wealth management and retirement plans for small businesses.

Nathan builds strong personal relationships with clients and provides them with the level of knowledge and structure they need to accomplish what’s most important. Whether you want to know every detail about your investments and the markets or just enough to feel confident about your path ahead. Nathan creates an environment where the most important information rises to the top and information is conveyed in the best way possible for you, the client.

Outside of the office Nathan is an active member of Rotary, a New Prague Area Education Foundation board member, mentors young professionals, and is involved in several other community based organizations.

Specialties offered:

Investment management –A professional advisor offering personal service on an independent platform. Our investment decisions are driven by your goals, not by a commission. It’s your money, it’s your future; you’re worth it.

Comprehensive Financial Planning – Organizing the big picture, establishing your goals, identifying both strengths and opportunities for improvement, plotting a course, and monitoring progress.

Education Savings - Low monthly minimums, professional management and tax free strategies. Start saving for your child’s college education today!

Employer Plans – Hiring new employees is becoming increasingly challenging, offering a retirement plan is much more manageable than many think and can help your business attract & keep top talent while providing certain tax benefits.

Credentials and Professional Designations:

MBA – Master of Business Administration with a Concentration in Investment Science. Distinguished MBA Scholar Award Recipient.

*Securities Licenses:

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

Series 66 NASAA - License for federal and state securities regulations and investment fee-based advisory services

 

Phone 952-758-9500