About Nathan Krampe, CFP®

Since beginning his financial planning career, Nathan has worked with a broad scope of clients managing a full spectrum of financial planning issues. He graduated from the University of Minnesota with a Bachelor of Individualized Studies degree highlighting three separate majors, marketing, communication, and computer science. After college, he continued his studies at Kaplan University and College of Financial Planning where he obtain his licenses and increased his knowledge of financial matters. Nathan joined the Summit Team in 2007, serving clients with a goal of maximum client satisfaction. In 2013 Nathan was awarded the CERTIFIED FINANCIAL PLANNER™ professional designation from the College of Financial Planning. Nathan currently holds a series 7 and 63 securities qualifications through LPL Financial, an Investment Advisor Representative (IAR), and holds life insurance license with variable lines. Nathan enjoys spending time with his wife Sarah, sons Micah, Isaac, and daughter Esther. He is a 16-year resident of Minneapolis and helped start a new church in the area where he gives of his time on the Elder board and Finance Team. To relax, he loves to spend time outdoors running, hiking, biking, and traveling. Check the background of your financial professional on FINRA's BrokerCheck

November 2018

Market Update: Darkest Before Dawn

2018-11-05T12:25:25+00:00By |Categories: Economy, Market Update|

Daily Insights LPL Market Signals Podcast. On the latest episode of the LPL Market Signals Podcast, listen to LPL Financial Chief Investment Strategist John Lynch and Senior Market Strategist Ryan Detrick review the S&P 500 Index’s worst month so far this year, European economic concerns, U.S./China trade issues, and Federal Reserve (Fed) policy. Market Signals by LPL Financial is now available on [...]

Medtronic Big Idea

2018-11-07T09:05:13+00:00By |Categories: MedTech|

The CRISPR Revolution Med-Tech’s breakthrough of the century and what it means for YOU Bring a guest to be entered into our drawing for a $50 gift card to Moe’s! Please join us to learn about CRISPR genome-editing technology and AI Deep Learning. The innovations and discoveries taking the scientific community [...]

October 2018

Market Update: Another Tough Week For Stocks

2018-10-29T12:08:35+00:00By |Categories: Economy, Market Update|

Daily Insights Earnings results better than headlines suggest.With nearly half of the S&P 500 Index constituents having reported third quarter results, the numbers have been excellent overall. According to Thomson Reuters, 78% of companies have exceeded consensus earnings estimates, putting the index on track for a 25.2% year-over-year increase in earnings, 3.6% above estimates as of September 30. [...]

Five Key Risks of Retirement 4:30pm

2018-10-29T12:49:29+00:00By |Categories: Uncategorized|

5 Key Risks of Retirement Do YOU have a plan? Please join us to learn how to reduce the 5 key risks of retirement. We will walk through the process of creating a retirement probability of success plan that fits your goals and values. Learn about ways to answer these questions with confidence: -Will [...]

Five Key Risks of Retirement 2:00pm

2018-10-29T12:40:17+00:00By |Categories: Uncategorized|

5 Key Risks of Retirement Do YOU have a plan? Please join us to learn how to reduce the 5 key risks of retirement. We will walk through the process of creating a retirement probability of success plan that fits your goals and values. Learn about ways to answer these questions with confidence: -Will [...]

Market Update: Earnings Seasons Off To A Good Start

2018-10-22T12:29:39+00:00By |Categories: Economy, Market Update|

Daily Insights LPL Market Signals Podcast. On the latest episode of the LPL Market Signals Podcast, listen to LPL Financial Chief Investment Strategist John Lynch and Senior Market Strategist Ryan Detrick discuss signs for strong third-quarter earnings and a potential year-end rally following the stock drop. Earnings season off to a good start. Third quarter earnings season is rolling [...]

Combating Professional Criminals, the Super Rich Way

2018-10-15T12:28:02+00:00By |Categories: Advanced Planning, Nathan Krampe, Wealth Enhancement|

Combating Professional Criminals, the Super Rich Way As your wealth grows, so can the risks you face from criminals intent on separating you from your possessions—or something worse. Here’s a look at the ways many of the wealthiest families create plans for thwarting would-be criminals and protecting what’s rightfully theirs. To view this flipbook, click [...]

Market Update: Retail sales lower but still healthy

2018-10-15T11:26:32+00:00By |Categories: Economy, Market Update|

Daily Insights LPL Market Signals Podcast. In the latest episode of the Market Signals Podcast, listen to Equity Strategist & Portfolio Manager Jeff Buchbinder and Chief Investment Strategist John Lynch discuss Fed Chair Jerome Powell’s speech at the annual meeting of the National Association for Business Economics, as well as some of the factors pointing to continued strength [...]

Market Update: Good News About Midterm Elections

2018-10-08T11:52:46+00:00By |Categories: Economy, Market Update|

Daily Insights LPL Market Signals Podcast. Listen to the latest Market Signals podcast, in which Chief Investment Strategist John Lynch and Senior Market Strategist Ryan Detrick discuss the potential effects of midterm elections, recent rate hikes, and other events on investors and the economy. Market Signals by LPL Financial is now available on iTunes, Google Play and [...]

Market Update: Should We Fear October?

2018-10-01T12:24:23+00:00By |Categories: Economy, Market Update|

Daily Insights LPL Market Signals Podcast. Listen to the latest Market Signals podcast, in which Chief Investment Strategist John Lynch and Senior Market Strategist Ryan Detrick discuss the potential effects of midterm elections, recent rate hikes, and other events on investors and the economy. Market Signals by LPL Financial is now available on iTunes, Google Play and [...]

Stretch IRA Rules and “See-Through” Trusts – What You Need to Know

2018-10-05T14:00:42+00:00By |Categories: Advanced Planning, Estate Planning, Nathan Krampe, Probability of Success, Wealth Enhancement|

Trusts can be a beneficiary for your IRA, but you will want to be familiar with the requirements for trust a to be a qualified “see-through” trust. Meeting these requirements is the only way the valuable “stretch” advantage can be used by trust beneficiaries. The stretch is the ability of the named beneficiary to [...]

September 2018

Are Changes Coming to The IRA Rules?

2018-09-24T12:30:03+00:00By |Categories: Advanced Planning, Nathan Krampe, Retirement Coaching|

While Republican efforts to unleash a second round of tax reform are likely to hit Democratic resistance and are not widely seen as likely to succeed this year, proposed legislation focusing on retirement plans may have some bipartisan support and a decent shot at becoming law. The “Family Savings Act of 2018” (H.R. 6757) includes [...]

Market Update: Dow’s Fresh Highs

2018-09-24T11:53:18+00:00By |Categories: Economy, Market Update|

Daily Insights LPL Market Signals Podcast. In case you missed last week’s podcast, listen to Chief Investment Strategist John Lynch and Senior Market Strategist Ryan Detrick reflect on their memories of the financial crisis, and discuss the changes in today’s market landscape 10 years later. Please join our discussion on social via #LPLMarketSignals. China cancels trade talks. Last week’s [...]

Market Update: Green Week

2018-09-17T11:33:24+00:00By |Categories: Market Update|

Daily Insights New LPL Market Signals Podcast. In case you missed it, listen to Senior Market Strategist Ryan Detrick and Equity Strategist & Portfolio Manager Jeffrey Buchbinder talk about pullbacks in emerging markets, the manufacturing sector’s continued strength, and other factors affecting the current economic cycle. Please join our discussion on social via #LPLMarketSignals. Publication delay for weekly [...]

A Common Sense Guide To Heart Health

2018-09-17T11:10:49+00:00By |Categories: Nathan Krampe, Probability of Success|

https://www.youtube.com/watch?v=BMyjp52PKe4&width=250&height=141&cc_load_policy=1 A Common Sense Guide To Heart Health It’s been said that a man with health has a thousand dreams, while a man with no health has but one. Don’t you owe it to yourself, your family, your career and your community to have not only a thousand dreams, but also the energy and [...]

The Certainty of the Uncertainty

2018-09-10T15:02:05+00:00By |Categories: Advanced Planning, Market Update, Nathan Krampe, Probability of Success, Wealth Enhancement|

Managing life circumstances effectively with your money. "When your advisor reinforces the importance of rational decision-making, you are often better positioned for managing life circumstances effectively. Instead of chasing returns, you will be prepared for what we call the 'certainty of uncertainty.’” https://www.youtube.com/watch?v=nEnb2HnIZ88

Market Update: U.S.-China trade spat escalates further

2018-09-10T12:09:20+00:00By |Categories: Market Update|

Daily Insights New LPL Market Signals Podcast. On our latest podcast, due out this afternoon, listen to Senior Market Strategist Ryan Detrick and Equity Strategist & Portfolio Manager Jeffrey Buchbinder discuss the S&P 500 Index’sfive-month win streak, recent economic reports, and emerging markets’ currency jitters. Please join our discussion on social via #LPLMarketSignals. Taking a breather. The S&P 500 declined [...]