Nathan Bosek
Advisor at Farther
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Nathan Bosek is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Farther. His prior roles include positions at Edge Financial Advisors, Alpha Cubed Investments, and Raymond James/Bremer Bank. He is also licensed to sell life and health insurance, though he dedicates no hours weekly to this activity. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.
Client services
Based on Farther
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Expertise
Based on Farther
Passive / index investing
Retirement plans for business owners (SEP, solo 401k)
Options & derivatives strategies
Fee options
Flat annual fee basis (negotiable)
Negotiable up to $1,000 per hour
Location
2107 Troop Dr., Suite 104
Sartell, MN 56377
Most active in
Nathan B has reported serving >5 clients in these states in the last 12 months.
Minnesota
Work history
Farther Finance Advisors
2024 - Present (2 years)
Edge Financial Advisors
2019 - 2024 (5 years)
Alpha Cubed Investments
2017 - 2019 (2 years)
Raymond James/Bremer Bank
2014 - 2017 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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