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Nathan Digmann, CFP®, CeFT®

Wealth Manager
Nathan serves as a Private Wealth Manager, 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. Having spent his entire career in the financial services industry, Nathan has developed an in-depth knowledge of providing clients with comprehensive wealth management and coaching. Prior to joining Creative Planning, he worked for an independent investment advisory firm as a financial advisor. Nathan earned Bachelor of Science degrees in finance and business economics from Marquette University. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards, and a Certified Financial Transitionist®, as designated by the Financial Transitionist® Institute. In his spare time, Nathan enjoys coaching and playing competitive quadball, attending Marquette University basketball and Minnesota Twins baseball games, and visiting his family in eastern Iowa.

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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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50

STATES & ABROAD

Providing financial peace of mind across the globe

OVER

$210

BILLION

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