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Nate Wenner, CFP®, CPA/PFS, CIMA®

Wealth Manager, Partner
Nate serves as a Private Wealth Manager and Partner, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning. With more than 25 years of experience in the financial services industry, Nate offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Nate was a senior financial advisor at an independent investment advisory firm acquired by Creative Planning in 2022. Nate received a Five Star Professional Wealth Manager award (2012-2022) **. Nate earned a Bachelor of Arts degree in both accounting and economics from the University of St. Thomas, where he graduated summa cum laude. Nate is a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards. He is also a Certified Public Accountant, a Personal Financial Specialist (as designated by the American Institute of CPAs) and a Certified Investment Management Analyst® (as designated by the Investments & Wealth Institute). Nate and his wife, Jennifer, have three children. They enjoy being parent leaders in Scouting, being coaches for their children’s sports teams and staying active in their children’s schools and at church.

*See all Creative Planning disclosures and sources.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide


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Providing financial peace of mind across the globe




Combined assets under management & advisement as of December 31, 2022