Nick Nauta, CFP®, CLU


Financial Planner
Shotwell Rutter Baer
6350 W Michigan Ave, Suite 200
Lansing, MI 48917
United States
Phone: 5179805193
Email: nnauta@srbadvisors.com
Website: https://www.srbadvisors.com
Training: Active Registered Life Planner® more info

Specialties
College Professors Retirement Insurance Sudden wealth

About My Practice
Shotwell Rutter Baer is proud to be an independent, fee-only registered investment advisory firm. Because we do not make commissions by selling financial products and are compensated only by our clients, we believe that many of the conflicts of interest that plague the financial services industry are eliminated. We work for our clients, period.

About Nick Nauta
Nick Nauta has been practicing financial planning since moving to the Lansing area in 2006. After studying Financial Management and Economics at Northern Michigan University, Nick ventured into the financial planning industry. Having a young daughter and wife, Nick wanted to stay in Michigan. At the time he graduated, one of the few jobs available for a finance major was as a financial advisor. Nick struggled through his first few years in the profession. He relates the struggle to his early memories of money living in Spring Lake, Michigan. One of the things he learned about money when he was growing up was the people who seemed to have the most of it, weren’t inherently happier than those who didn’t. When he started in the financial advising industry, the profession appeared to be all about making money, something he didn’t hold in high esteem. Some years later, around the time his son was born, Nick finally started to figure out his place in the financial planning world. He was challenged to answer the question of why he did what he did. Thinking back on his early memories of money, he concluded he was in the financial planning profession to help people realize their life goals. Nick enjoys giving back to the community as well as his profession. He is currently the board president of the Davies Project. He also serves on the board of Loaves and Fishes homeless shelter, Delta-side business association, Kiwanis of Delta Township.

Ideal Clients
Retirees and Near Retirees Business Owners and Executives College Professors Sudden Life Events Socially Responsible Investors

Compensation
Fee-Only

Industry Start Date
2006