Nate is a Senior Managing Director at Nicollet. He works to provide customized solutions to all clients. His extensive background allows him to take a comprehensive approach to balance sheet and income planning with bespoke portfolio management for a diverse array of clients. Nate joined Nicollet in 2019. He has worked in the industry since 2013. He obtained is series 7 and 66 licenses as well as CFA® level one.

Nate Travis
Senior Managing Director
Nicollet Investment Management
United States, Minnesota, Minneapolis
About Me
Profile Information
Senior Managing Director
Nicollet Investment Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Minneapolis
Minnesota
United States
Aug 8, 2024
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