Nathan Brinkman - Triumph Wealth Management, LLC

Nathan Brinkman

Growing up in a family business in South Dakota created life long memories for Nathan.  He understands the ups and downs of owning a business and all it entails.

Nathan Brinkman, a Certified Family Business Specialist, works with business owners, executives, and their families to ensure the necessary strategies are in place to help secure their financial future.

Helping high net worth clients identify and analyze challenges and opportunities, Nathan is also a Certified Private Wealth Advisor®. The Certified Private Wealth Advisor® (CPWA®) certification program is an advanced credential for wealth managers who work with high net worth individuals, focusing on life cycle of wealth: accumulation, preservation, and distribution.  The program focused on behavioral finance, charitable and estate planning, planning for closely held business owners, planning for executives, portfolio management, retirement planning, risk management, and tax planning.

Many business owners find that their personal life and business life are practically inseparable.  Nathan feels this demonstrates the importance for financial planning which takes into account the unique considerations and opportunities of owning and operating a business.

Having been in the financial services industry since 1995, Nathan has worked with numerous business owners and executive management to identify, anticipate and avoid the most common mistakes that plague businesses.  This includes addressing the financial needs and products for every stage of a business life cycle while taking into account personal financial goals and dreams.

Nathan and his wife reside in Madison, Wisconsin with their three children.  In his free time, Nathan enjoys spending time with his family and traveling, and he has a passion for BBQ. Nathan is a member of the Wisconsin Family Business Center and WTBA (Wisconsin Transportation Builders Association).

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.sipc.org) Supervisory Office: 900 E 96th St Ste 300, Indianapolis, IN 46240 (317) 469-9999 Triumph Wealth Management, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Nathan Brinkman, CA Insurance License #0C27168.

Nathan Brinkman
Nathan Brinkman

President, CEO & Founder
MSFS | Chartered Advisor in Philanthropy® | AIF® | CFBS
Certified Private Wealth Advisor® Professional
Certified Exit Planning Advisor
nathan@triumphwealth.com
(608) 828-4411