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Our financial advice team


Nathan Levin, Financial Advisor serving the Glenview, IL area - Ameriprise Advisors

Nathan Levin

CFP®

Financial Advisor

Pioneer Wealth Planning Group
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Saving for Education
  • Retirement Income Strategies

Interests

Playing Golf

Traveling

Education

  • BS, Economics, Miami University, Oxford, OH

Previous experience

  • Paraplanner, Pioneer Wealth Planning Group, 2018-2022
  • Financial Advisor, Edward Jones, 2017-2018
  • Financial Advisor Career Development Associate, Edward Jones, 2016-2017
  • Private Wealth Management Intern, William Blair & Company, 2015-2016