logo
logo
    Home  > Financial Advisor Directory > minnesota > sartell
    badge
    seller-logo

    Paladin Research Report For:

    Nate Bosek

    Farther Finance, LLC

    CFP®
    2701 Troop Dr
    Sartell, MN 56377
    320-272-2551
    Visit Website
    https://www.farther.com/advisor/nate-bosek

    About Nate Bosek

    Nate has a deep passion for helping his clients develop the financial plans and investment strategies that best meet their goals in life. Prior to joining Farther, Nate built his practice at a regional RIA - with a strong focus around investment management and retirement planning.

    When he is not working, Nate can be found enjoying the lake or the links (in the summer) with his wife and two daughters.

    See Disclosures

    General Information

    Firm Start Year
    • 2019
    No. of Employees
    • 100-499
    CRD#
    • 5877081
    Firm CRD#
    • 302050
    Insurance License#
    • MN Life & Health (LTC)
    Name of Broker/Dealer
    • Farther
    Name of Custodial Firm
    • Schwab
    States Licensed in
    • MN
    Years of Experience in Financial Services
    • 13
    Work with the following types of clients
    • Non-Profit Organizations, Businesses, Individual Investors
    Advisory Services Provided
    • Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Planning for Individuals, Financial Planning for Businesses

    Compliance

    Compliance Disclosures in Last 5 years
    • I have a clean record
    Criminal Disclosures in Last 5 years
    • I have a clean record

    Qualifications & Membership

    Certifications, Accreditations & Designations
    • CFP®
    Securities Licenses
    • Series 66
    Insurance and Annuity Licenses
    • Disability, Annuity, Health, Life, Long Term Care

    Firm Information

    Assets Managed by Firm
    • Over $4 billion

    Compensation and Fees

    Fee Structure
    • Fee-Based
    Minimum Portfolio Size for New Managed Accounts
    • $100k+
    Compensation Methods
    • Flat Fee, Based on Assets

    Disclosures

    Advisory services provided by Farther Finance Advisors LLC, an SEC-registered investment advisor. The material presented in this advertisement is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy or investment product. Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. For more details, see our disclosures in Form ADV Part 2 and Form CRS.

    Additional Detailed Disclosures
    https://www.paladinregistry.com/disclosure/1892605/paladinregistry-Farther-Finance,-LLC-detailed-disclosure.html

    Paladin Advisors

    PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

    Connect with us

    • Office Address
      12150 Monument Drive, Suite 700
      Fairfax, VA, 22033
    • Telephones
      Tel: 703-651-2060
      Fax: 703-259-4487
    • Social Networks

    Learn More

    Copyright 2026 Paladin Registry. All rights reserved.