Advisor profile


My approach

Nate Petersen - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Nate Petersen - My approach photo

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Insurance
  • Tax Planning Strategies
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Case Western Reserve University

Interests

My wife Beth and I will celebrate our 15th wedding anniversary in 2019 and have been blessed with three amazing daughters- twins Caitlin and Sophie, and Maggie. We've lived in Bay Village, Ohio for over a decade and enjoy our proximity to family, friends, Lake Erie and downtown Cleveland. As a family we enjoy walking our Saint Bernard Dolly, traveling, live music, time spent outdoors, biking, golfing, and cheering for our favorite teams- the Cleveland Indians, Browns, Cavs, and the Ohio State Buckeyes.

Community participation

  • Avon Lions Club, Past President
  • Bay Men's Club, Treasurer
  • Bay Village Rec Soccer Coach
  • Bay Village Rec Basketball Coach
  • Knights of Columbus
  • Second Harvest food bank volunteer
  • Providence House volunteer

Awards & recognition

  • Ameriprise Circle of Success, 2017, 2020

Previous experience

  • Financial Advisor, Morgan Stanley, 2003-2012