Nate Allen, Financial Advisor
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • New Investors
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Healthcare Professionals
  • Wealth Strategies
  • Retirement Income Strategies

About Nate

With over a decade of experience serving clients and helping them achieve their goals in a different industry, I was in search of a new challenge. My father eventually shot me the idea of what a financial advisor does, and I was instantly fascinated. I talked to a dozen of different companies with numerous job interviews and offers, but none of them seemed to be the right fit for how I wanted to help people. They all made me feel like I was pushing a product instead of offering solutions to people's needs and creating paths to their goals.

It...

Work History

  • Edward JonesSeptember 2023 to Current
  • Dufresne Spencer GroupJuly 2017 to September 2023

Education

  • Indiana Purdue U-IndianapolisBachelor of Science

Personal Interests

  • Active Lifestyle
  • Archery
  • Fishing
  • Hiking
  • Outdoor Enthusiast

Team Members

  • Hanna Salisbury
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:30PM
Tue 08:30AM - 05:30PM
Wed 08:30AM - 05:30PM
Thu 08:30AM - 05:30PM
Fri 08:30AM - 05:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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