Old National Investments

Nathan L. Monroe, VP

Financial Advisor

LPL Financial

nate.monroe@onbinvestments.com

 

812-468-3272

 

3888 North First Avenue

Evansville, IN 47710

Service

:: Financial Planning
:: 401(k) Rollovers
:: Fee-Based Advisory Accounts
:: Fixed/Variable Annuities
:: Equity Indexed Annuities
:: Estate Planning
:: Pre and Post Retirement Planning
:: College Planning and Tax Advantaged Funding
:: Investment Portfolio Analysis
:: Long Term Care Planning
:: Tax Efficient Investments
:: FREE Financial Consultation

Experience

Nate’s broad experience, continuing education and dynamic personality form the basis for his client-centered approach. His professional career began in the United States Army. After having completed tours of duty with Air Defense Artillery, Infantry and Medical units stateside and in Iraq, Nate left the Army as a Captain in 2004. Nate spent six years with the largest investment firm in the world before deciding to join the Old National Investment team. 

When he's not providing financial advice, Nate enjoys volunteering in support of the local community and spending time with his wife, Jackie, and their twins, Jude and Ava. He volunteers for several local organizations including serving as a founding member and past director for the first Business Network International (BNI) Chapter in Evansville, a group of nearly 300 tri-state business professionals. Nate also has taught risk management at Ivy Tech Community College. In his spare time, he enjoys reading, fitness and watching NFL football. 

Education
:: Florida Southern College, B.S. - Psychology/Sociology/Criminology, 1999
:: University of Texas at El Paso, M.B.A. - General Business, 2003
:: University of Evansville, M.S. - Public Service Administration, 2011
:: College for Financial Planning, M.S. - Personal Financial Planning, 2013

Designations
:: College For Financial Planning
    - Master Planner Advanced Studies (MPASSM) Designation
    - Chartered Retirement Planning Counselor (CRPC®) Designation
    - Chartered Retirement Plans Specialist (CRPS®) Designation
    - Certified Financial Planner Professional Education Course

Securities Registrations (held through LPL Financial)
:: Series 7, 63, 65

Life, Accident & Health Insurance License
:: Licensed in Indiana and Kentucky

Contact

Ready to get started on your financial goals? Contact Nate today at the number or email listed above or fill out and submit this form and he will follow up with you to discuss your investment needs. 

Please avoid entering sensitive private information, such as account or Social Security numbers.

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Old National Investments - Personal, Professional, Principled

Securities and Advisory Services offered through LPL Financial, A Registered Investment Advisor,
Member
FINRA/SIPC (www.FINRA.org) (www.sipc.org). Insurance Products offered through LPL Financial
or its licensed affiliates. Old National Bank and Old National Investments are not registered broker/dealers
and are not affiliated with LPL Financial.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.