NATE ELIAS - Key Persons
Job Titles:
- Manager of Financial Planning
Aaron joined Elias Kruse Financial in 2013. During his time with Elias Kruse Financial, Aaron has moved from investment specialist to director of operations to his current role directing the financial planning side of the practice. Aaron brings experience and direction to the practice helping clients create a plan personalized to their specific goals.
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the Senior Leadership Team
- Executive Vice President - Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments
Job Titles:
- Portfolio Management Specialist, Private Client Services
Job Titles:
- Vice President, Investment Products, President, Mason Street Advisors
Job Titles:
- Director of Investment Operations
Casey joined Elias Kruse Financial in 2015. He is an Associate Wealth Management Advisor and focuses on investment operations support based on integrity, knowledge, and commitment. Casey's overall goal is to help people define, build, and enjoy prosperous lives.
Job Titles:
- Member of the Fixed Income Team
Job Titles:
- Senior Research & Portfolio Analyst, NMWMC Research
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Member of the Private Client Services Team
- Senior Portfolio Manager, Private Client Services
Job Titles:
- Associate Wealth Management Advisor
Davey has a background in managing and growing small business. He was introduced to financial planning abruptly while going through the settling a difficult estate. His experience sent him on a pursuit of knowledge and gave him a passion for sharing that knowledge. He joined Elias Kruse Financial in 2023 to share his experience and to help others develop their financial plans before a time of grieving.
Job Titles:
- Member of the Private Client Services Team
- Senior Director / Portfolio Manager, Private Client Services
Job Titles:
- Member of the Private Client Services Team
- Senior Portfolio Manager, Private Client Services
Job Titles:
- Portfolio Management Specialist, Private Client Services
Job Titles:
- Vice President - NMWMC Investment Management & Research, Vice President - Mason Street Advisors
Job Titles:
- Portfolio Manager, Equities
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Director / Senior Portfolio Manager, Equities
Job Titles:
- Associate Portfolio Manager, Fixed Income
Job Titles:
- Senior Investment Consultant Advisor Recruiting
Job Titles:
- Senior Research Analyst, NMWMC Research
Job Titles:
- Member of the Senior Leadership Team
Job Titles:
- Associate
- Financial Advisor
Justina joined Northwestern Mutual in 2020 as an Associate Financial Representative. She has an abundance of experience working at a Lincoln bank where she worked in the Trust and Human Resources departments. Justina enjoys building relationships and providing clients with the best possible client experience.
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Investment Consultant
Job Titles:
- Senior Investment Research Analyst, NMWMC Research
Job Titles:
- Portfolio Manager Specialist, Fixed Income
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the NMWMC Investment Consultant Team
- Senior Director, Advisory Investments
Job Titles:
- Member of the Fixed Income Team
- Chief Portfolio Manager, Fixed Income
Nathan Craig Elias, Nathan Thomas Kruse, David Loy Boardman, Justina Marie Brewer, Travis Feldhaus, Taylor Hall, Aaron J Lienemann and Casey Meier use Elias Kruse Financial as a marketing name for doing business as representatives of Northwestern Mutual. Elias Kruse Financial is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Nathan Craig Elias, Nathan Thomas Kruse, David Loy Boardman, Justina Marie Brewer, Travis Feldhaus, Taylor Hall, Aaron J Lienemann and Casey Meier provide investment advisory services as Advisors of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and federal savings bank. Nathan Craig Elias, Nathan Thomas Kruse and Travis Feldhaus are Agents of Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM. Nathan Craig Elias, Nathan Thomas Kruse, David Loy Boardman, Justina Marie Brewer, Travis Feldhaus, Taylor Hall, Aaron J Lienemann and Casey Meier provide investment brokerage services as Registered Representatives of Northwestern Mutual Investment Services, LLC (NMIS), a subsidiary of NM, registered investment adviser, broker-dealer and member FINRA (finra.org) and SIPC (sipc.org). Nathan Craig Elias, Nathan Thomas Kruse, David Loy Boardman, Justina Marie Brewer, Travis Feldhaus, Taylor Hall, Aaron J Lienemann and Casey Meier are Insurance Agents of NM.
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Investment Research Analyst, NMWMC Research
Job Titles:
- Member of the Large Cap Equity Team
- Associate Portfolio Manager, Equities
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the NMWMC Investment Consultant Team
Job Titles:
- Associate Wealth Management Advisor
Taylor joined Elias Kruse Financial in 2019. He is an Associate Wealth Management Advisor and focuses on enhancing the client experience with prompt communication, planning and follow up. Taylor has five years of insurance underwriting and risk management experience to go along with a couple years of financial planning and recruiting and sales experience.
Job Titles:
- Investment Operations Assistant
Thomas joined Northwestern Mutual in 2022 as an intern. He became part of the Elias Kruse financial team after graduating from the University of Nebraska in 2023. He is a Financial Representative Assistant and focuses on investment operations support.
Job Titles:
- Research Specialist, NMWMC Research
Job Titles:
- Associate Financial Representative
Travis joined Northwestern Mutual in 2022 as an intern was a top 100 intern in 2023. He became part of the Elias Kruse financial team after graduating from the University of Nebraska in 2023. He is an Associate Financial Advisor and focuses on investment operations support based on authenticity, diligence, and trailblazing.
Job Titles:
- Associate Portfolio Manager, Private Client Services