About Nathan McGuire

Personalized Planning from Someone Who Knows the East Metro

Financial planning goes beyond just managing numbers, it’s about creating peace of mind, protecting your future, and making confident decisions that reflect what matters most. I work alongside individuals and families to help them grow and manage their wealth with purpose, clarity, and long-term confidence.

Whether you're a young couple in Cottage Grove just getting started, a teacher in Woodbury preparing for retirement, or an Oakdale professional navigating a major life transition, I’ll help you build a financial strategy that aligns with your goals and values.

What It’s Like to Work With Me

You can expect open communication, thoughtful planning, and a personalized approach built around your life, not just your finances. I take the time to understand your priorities and simplify the complex, so you always feel informed, confident, and in control of your financial future.

My process is educational and collaborative. I’ll walk with you every step of the way from understanding your current financial picture to building a plan that adapts as life changes.

Community Roots, Professional Guidance

As a longtime Cottage Grove resident with a practice based in Oakdale, I’m deeply connected to the east metro community. I’ve built lasting relationships by helping people plan for retirement, protect their income, invest wisely, and give with purpose. This isn’t just where I work, it’s home.

Whether you’re in Oakdale, Woodbury, Cottage Grove, or anywhere nearby, I’m honored to serve as a trusted guide on your financial journey.

Education and Accomplishments

FINRA Series 66 - Uniform Combined State Law

FINRA Series 7- General Securities Representative

Life & Health Insurance Licenses

Masters Degree - Southwest State University

Bachelor Degree - University of Minnesota-Duluth

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.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

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.