Nicholas Natzke has joined the M3 Financial team. As a wealth advisor, Natzke focuses specifically on providing retirement plan participants with individual financial planning and asset management assistance.
Natzke comes to M3 Financial with over 15 years of insurance and financial services experience from a variety of roles with several companies, including: Ameriprise Financial, Northwestern Mutual, MassMutual, and Associated Bank. He currently holds a license for FINRA series 66 and previously held FINRA series 6, 7, and 63 licenses. In addition, he is a licensed life & health insurance agent in Wisconsin, Michigan, Illinois, Iowa, Missouri, Colorado, Washington, Arizona, Texas, Mississippi, Alabama, and Virginia.
Investment advisory services offered through M3 Financial, a registered investment advisor and separate entity from M3 Insurance.