Nick F. Nauta,  CFP<sup>&reg;</sup> - Financial Advisor

Nick F. Nauta, CFP®

CLU®

Financial Advisor

Shotwell Rutter Baer

6350 W Michigan Ave, Suite 200
Lansing, MI 48917
FINANCIAL ADVISOR'S WEBSITE
(517) 321-4832 CONNECT WITH Nick
  • linkedin link

General

Nick Nauta is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Shotwell Rutter Baer in Lansing, MI and the surrounding communities.

Financial Advisor Overview

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 Loave's and Fishes homeless shelter, Delta-side business association, Kiwanis of Delta Township, and is an ambassador for the Lansing Regional Chamber. He is a member of the National Association of Personal Financial Advisors and the Financial Planning Association.

More

Financial Advisor Experience

Nick Nauta is a Lansing, MI fee-only financial planner. Shotwell Rutter Baer provides financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Nick Nauta is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Investment Management, Getting Divorced, Life Planning, Retirement, Sudden Wealth

More

Helpful Financial Planning Resources