Nathan Holt was introduced to the world of investing by his late grandfather. At the age of five, he purchased one share of stock in a local business in St. Louis and began following it in the newspaper. This curiosity followed to Mizzou, where he entered the Personal Financial Planning program in the College of Human Environmental Sciences.
Nathan completed his BS in Human Environmental Science: Personal Financial Planning, a CFP Board-Registered Program. He additionally worked within the Volunteer Tax Assistance Program which included tax preparation for the community of Columbia, Missouri for two years and financial counseling for Graduate Students at Mizzou.
Since joining Krilogy in 2010, Nathan and his team help manage his clients’ wealth by working alongside them to make informed decisions as life changes. Through a comprehensive understanding of their financial world and discussing their own unique personal values and goals, it allows Nathan to engage his clients on what matters most to them as they transition from preserving their wealth to distributing it.
In 2016, Nathan successfully earned the CERTIFIED FINANCIAL PLANNER® designation. This is earned by meeting the Education, Ethics, Examination and Experience requirements set forth by the Certified Financial Planner Board of Standards, Inc., including ongoing continuing education and ethics requirements.
He currently serves on the Wealth Intelligence Committee and Strategic Planning Group. Nathan was named a Partner of Krilogy in 2019.
Outside of Krilogy, Nathan served on two Young Professional boards in leadership roles including The First Tee of Greater St. Louis and Family Forward (formerly Family Resource Center). Nathan lives in Weldon Spring, Missouri with his wife Meghann, daughter, Scotlyn, son, Hayden, and two labs, Shiloh and Birdie.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Team
