Nick Nauta is a lead Financial Advisor at Shotwell Rutter Baer in Lansing, Michigan. SRB is a fee-only, independent registered investment adviser that takes a “Kitchen Table” approach, emphasizing the interpersonal aspects of financial planning. Formerly running his own firm as Nick Nauta Financial, Nick merged with Shotwell Rutter Baer in 2019 to create a platform where he could provide fiduciary services to clients as part of a team. Since then, he has been a major resource for the wealth management community, and is an active member of the FPA of Michigan and NAPFA (National Association of Personal Finacial Advisors)
On the podcast, Nick discussed the Registered Life Planning designation, how to handle a bear market with your clients, and all about what it means to act as a true fiduciary. We hope you enjoy!
Nick’s Links:
https://www.linkedin.com/in/nicknautacfp/
https://srbadvisors.com/
Podcast Team Links:
Steven Bowe - https://www.linkedin.com/in/stevenbowe29/
Brandon Klump - https://www.linkedin.com/in/brandon-klump
Jeffrey Nugent - https://www.linkedin.com/in/jeffrey-nugent-0566b1242/
Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/
Jacob Swartz - https://www.linkedin.com/in/jacob-swartz-6a1814295/
Ryan Abramowski - https://www.linkedin.com/in/ryan-abramowski/
WMA website: http://msuwma.com
Contact: msuwma@gmail.com
