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Nate Collier

Advisor Image
Nate Collier
Wealth Advisor
.
CFP®
Part of the PSC Wealth Group practice
About Nathaniel Collier
I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.
My qualifications
  • CERTIFIED FINANCIAL PLANNER®
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
  • Series 65 - Investment Adviser Representative
My state licenses
  • Alabama
  • Florida
  • Georgia
  • Indiana
  • Kentucky
  • Louisiana
  • Massachusetts
  • Michigan
  • Missouri
  • North Carolina
  • Ohio
  • Tennessee
  • Texas
  • Virginia

Insights

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A thoughtful succession plan can strengthen your business, support your team and prepare you for what's next. Discover the basics of succession planning here: https://bit.ly/44rq2mF Let’s start building a succession strategy that fits your vision.
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Big life changes like having a baby, buying a home and getting a pay raise can all impact your income protection needs. As your life evolves, it may be worth revisiting your disability income insurance coverage to make sure it’s keeping up with your priorities. More here: https://bit.ly/449rrOd
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This beginner-friendly guide breaks down the components that can make up your portfolio like stocks, bonds, ETFs and more: https://bit.ly/4xlH3vs ​ And if you want to talk one-on-one about creating an investment portfolio that fits with your goals and risk tolerance, let’s chat.
Office location
Lexington Location
501 Darby Creek Rd Ste 35
Lexington, KY 40509
Phone859-636-6390Fax859-369-2947Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.