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Nate Verbeek
Nate Verbeek
Vice President - Wealth Management
Financial Advisor
Financial Planning Specialist
171 Monroe Ave NW
Suite 800
Grand Rapids, MI 49503
tel: 616-771-6046
toll free: 800-378-2217
fax: 616-771-6099
Email Me
Welcome Services Education Experience
Welcome

We know what's behind the money you've earned. That's why all of our investment experience, capabilities and resources are focused on one objective: to help you invest wisely. Our approach to investing is based on our time-tested way of doing business. We offer our clients intelligent counsel based on our research, intellect and hard work. It's an approach that has helped our clients work toward their financial goals since our firm was established over a century ago.
Services
  • Asset Management
  • Estate Planning
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Municipal Bonds
  • Philanthropic Services
  • Qualified Plans
  • Retirement Planning
  • 529 Plans
  • Long Term Care Insurance
Education and Licensing
  • Wealth Management Continuing Education
  • Financial Planning Specialist Program
    Smith Barney
  • Series 7 - General Securities License
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life, Health, Variable Annuity & Long Term Care Insurance Licensed
Business Experience
  • 2001 - Present: Morgan Stanley Smith Barney*
    Vice President - Wealth Management
    Financial Advisor
    Financial Planning Specialist
    Grand Rapids, MI
  • 1996 - 2001: Morgan Stanley
    Vice President - Wealth Management
    Grand Rapids, MI
Bulletin Board
  • I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
Nate Verbeek is licensed in the following state(s): AZ, CA, CT, FL, IL, IN, KS, MI, OH, SC, TX
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

Making Plans: The Value of Financial Planning (pdf)
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