Nathan Rockholm, Financial Advisor located in Kirkwood, MO

Financial Advisor
Nathan Rockholm

CFP®, RICP®, AAMS®
333 S Kirkwood Rd Ste 310, Kirkwood, MO 63122opens in a new window
Accepting New Clients
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Focus Areas

  • Retirement Income Strategies
  • Military Professionals & Veterans
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • RICP®

    Retirement Income Certified Professional®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Aviation
  • Fishing
  • Golfing
  • Hiking
  • Spending Time with Family

Team Members

  • Casey McCoy
    Branch Office Administrator

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(314) 822-0346

Fax

(877) 826-4956

Office Address

333 S Kirkwood Rd Ste 310
Kirkwood, MO 63122opens in a new window

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