Nate Bosek

Senior Vice President, Wealth Advisor
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Nate Bosek
Nate Bosek
personalized approach

Our intelligent wealth platform maximizes client returns

We empower advisors with the technology, tools, and support they need to deliver clients exceptional performance and more personalized relationships
Client Focus
Corporate Executives
Corporate Employees
Entrepreneurs & Small Business Owners
Healthcare Professionals
areas of Expertise
Goal Alignment
Tax Strategies
Asset Allocation
Retirement Planning
Estate Planning
qualifications
CERTIFIED FINANCIAL PLANNER® Professional
BS in Economics, Concordia College
Locations served
Sartell / Saint Cloud, MN
Meet the
team
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about
Nate Bosek

Nate has a deep passion for helping his clients develop the financial plans and investment strategies that best meet their goals in life. Prior to joining Farther, Nate built his practice at a regional RIA – with a strong focus around investment management.

When he is not working, Nate can be found enjoying the lake or the links (in the summer) with his wife and two daughters.

FAQS
What’s the first step to getting started, and what should I expect during our first conversation?

Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.

As a fiduciary, how are your investment incentives legally aligned with my personal success?

Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.

How does your proprietary technology enhance, rather than replace, human investment expertise?

Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.

How do I know my information and my wealth are safe on Farther’s platform?

Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.

How do you coordinate my entire financial life — from taxes and estate planning to my complex investments — in one place?

Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.

Page Updated on:
Jan 22, 2026

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Join us in building the future of wealth management. Find out if being an advisor at Farther is right for you.

For licensed financial advisors interested in Farther.
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