Nathan Brinkman is the President, CEO, and visionary Founder of Triumph Wealth Management, LLC based in Madison, Wisconsin. Nathan holds an MSFS and has earned an array of designations including Chartered Advisor in Philanthropy® (CAP®), Accredited Investment Fiduciary (AIF®), Certified Family Business Specialist (CFBS), Certified Private Wealth Advisor® Professional (CPWA®), and Certified Exit Planning Advisor (CEPA). With a passion for strategic philanthropy, wealth management, comprehensive financial solutions and business succession planning, Nathan leads with expertise and dedication, committed to providing his clients the highest level of service and guidance in pursuing their financial aspirations.
Understanding the complex balance between personal and professional aspects for many business owners, Nathan stresses the importance of comprehensive financial planning that smoothly incorporates both areas. With nearly thirty years in the financial services industry, he has guided numerous entrepreneurs and family business owners, adeptly recognizing, predicting, and avoiding common challenges that often impact businesses. Nathan, along with a quality team of experienced financial professionals ensures that the needs of the business align with the personal goals of its stakeholders at every stage of development, both within and outside the business.
Nathan and his wife, Chris, call Madison, Wisconsin, home where they raised their three young adult children. During his leisure hours, Nathan finds joy in family gatherings, exploring new destinations, and indulging his love for BBQ. He actively participates in the Wisconsin Family Business Center and is a proud member of the Wisconsin Transportation Builders Association (WTBA).
Nathan Brinkman is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. www.sipc.org Supervisory Office: 900 E 96th St Ste 300, Indianapolis, IN 46240 (317) 469-9999 Triumph Wealth Management, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Nathan Brinkman, CA Insurance License #0C27168.
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