CA Insurance License No. 0F05153
CFP®, ChFC®, CLU®, RICP®, CLTC, CBDA
Nate Crowther, CFP®, ChFC®, CLU®, RICP®, CLTC, CBDA runs a successful financial services practice in Utah. He works closely with physicians, small business owners and executives in the areas of comprehensive financial solutions, risk management, investment strategies, non-qualified deferred compensation, business owner exit strategies, and wealth transfer. A 30-year industry veteran, Nate is a Life and Qualifying Member of the Million Dollar Round Table* (MDRT), which comprises the world’s leading life insurance and financial services professionals. Within MDRT, Nate has qualified for the prestigious “Court of the Table” group and “Top of the Table” recognitions.
Nate has been recognized as one of the leading financial advisors in the Securian Financial Network since 1995. He was awarded the Diamond Financial Professional of the Year^ in 2015, which recognizes the top financial professional in recognition credits, among more than 1,000 producers in Securian Financial Services. Nate has qualified for Securian Financial Services’ Chairman’s Club^^ in 2013-2015 and 2017-2021. In 2024, Nate was awarded the Pinnacle level of Cetera’s Circle of Excellence recognition.
Nate is a member of NAIFA (National Association of Insurance and Financial Advisors), where he served as president of the Bonneville Chapter in 2015-2016, and Premier Resource Group (PRG), a group of elite financial professionals that meets annually to share best practices.
He serves as the Chair of the PRG Life Product Committee, which contributes to innovative product development for the clients he services. Nate is frequently a keynote speaker for industry organizations across the country. He holds his Life/Health licenses and has completed his Series 6, 7, 63, and 65 industry registrations. He has earned his CERTIFIED FINANCIAL PLANNER® certification, is a Chartered Financial Consultant (ChFC®), a Retirement Income Certified Professional (RICP®), a Chartered Life Underwriter (CLU®), holds the Certification in Long-Term Care (CLTC) designation, and is certified in blockchain and digital assets (CBDA).
Nate and his wife, Dee, live in Draper, Utah. In his spare time, Nate enjoys skiing, mountain biking, and volunteering in his community.
Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. * Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must also adhere to the MDRT Code of Ethics. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award. Top of the Table and Court of the Table are levels of membership ^The Securian Financial Services, Inc. Diamond Financial Professional of the Year Award was granted in 2015* Grid Revenue is Gross Dealer Concessions (GDC) or the total amount of compensation generated on a sale. with an evaluation period of 2015 criteria. The award was based on highest grid revenue* during the calendar year. This award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the representative by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award. *Grid Revenue is Gross Dealer Concessions (GDC) or the total amount of compensation generated on a sale. The Securian Financial Services, Inc. Diamond Financial Professional of the Year Award was granted in 2015 with an evaluation period of 2015 criteria. The award was based on highest recognition credits* during the financial professional's first full calendar year, in which the financial professional had no previous industry experience. This award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the representative by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award. Recognition Credits represent the combined total of Sales Based Credits** and Bonus Points**Sales Based Credits (SBCs) are a recognition currency that rewards new sales activity by: 1. Annualizing the credit generated by the sale of most life insurance products. 2. Providing credit when deposits are made into investment advisory accounts rather than waiting for the quarterly fees. 3. Providing credit for all other first year Grid Revenue, when earned. ***Bonus Points can be earned through Securian's New Life Policy Count and Financial Professional Referral programs. The Securian Financial Services, Inc. Chairman's Club^^ membership was granted in 2013-2015 and 2017-2021 with an evaluation period of 2013-2015 and 201-2021 criteria. The Chairman's Club membership is an annual event reserved for financial professionals who meet $2.275 million in revenue. This membership is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the representative by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award. 20260706729 DOFU 08/2026
