Nathan Eisner, Financial Advisor located in Madison, WI

Financial Advisor
Nathan J Eisner

CEPA®, AAMS®
5133 W Terrace Dr Suite 101, Madison, WI 53718opens in a new window
Client by Referral
Serving clients with $500,000
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Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Employee Stock Options

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Traveling
  • Mountain Biking
  • Sustainability
  • Outdoor Enthusiast
  • Astronomy

Team Members

  • Trey McKee
    Associate Financial Advisor Trainee
  • Katie Fleck
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:30PM
Sat Closed
Sun Closed

Phone

(608) 834-9594

Fax

(877) 874-8684

Office Address

5133 W Terrace Dr Suite 101
Madison, WI 53718opens in a new window

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