Nathan Thompson is a financial professional who has been serving families since 2001. He helped clients navigate the very turbulent financial waters during the downturn at the turn of this century as well as the most recent financial crisis brought about by the collapse of the housing and financial markets.
Nathan became interested in a financial services career while he was in marketing. After experiencing a financial loss because of slick sales practices, Nathan obtained his Series 6 and Series 63 licenses to sell mutual funds and variable annuities for an international financial services company. While selling financial products, Nathan got a firsthand look at the fundamental need American families had for financial advice, not just financial sales. He saw a need for financial advisors who were as interested in teaching families about money and helping families make informed financial decisions as they were in making money. Nathan obtained his series 65 and committed himself to educating families about money, investments, and financial planning. He works through a variety of financial issues with each family to help them get to a place of financial security. Nathan has spoken to numerous churches in the central Ohio area and has been invited to speak to graduating seniors at both Ohio State University and Ohio University.
Nathan is a managing partner of 4th River Financial Group, Inc. His primary role as a managing partner is the research and oversight of mutual fund and exchange traded fund selection. He is also responsible for the development of standardized portfolios. Nathan continuously reviews the performance of the mutual fund and ETFs recommended by 4th River Financial Groups, Inc to help secure the investments of 4th RFG clients. Under his direction, 4th RFG advisors have been able to build realistic and risk suitable portfolios for each client.