Wells Fargo Advisors
47yrs
Top advisor by experience in Boulder
17yrs
Nathan Samek is a fiduciary financial advisor in Boulder, Colorado, with 17 years in the industry. After two years at Morgan Stanley and less than a year at Citigroup Global Markets, Nathan joined Robert W. Baird & Co. in 2011, a firm offering financial planning, investment management, and private fund management. Nathan holds the CFP® designation.
One of 451 advisors with offices in Boulder, and one of 402 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 62% of advisors in Colorado
Office1301 Canyon Blvd Suite 220, Boulder, CO 80302
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$713,008
Advisors at the firm2,626
States licensed ?2 states
Services through Robert W. Baird & Co.
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2011 – nowRobert W. Baird & Co. IncorporatedCurrent firm
- Jun 2009 – May 2011Morgan StanleyPreviously
- May 2009 – Jun 2009Citigroup Global Markets Inc.Previously
Questions to ask Nathan
Tailored to Nathan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Nathan
How do I contact Nathan?
Call Robert W. Baird & Co. at 414-765-3500 and ask for Nathan Samek. Nathan works from the Boulder, CO office.
How long has Nathan been a financial advisor?
Nathan has been in the industry since 2009, about 17 years. More experience than 62% of advisors in Colorado.
What licenses does Nathan hold?
Series 66. Tap any license on this page to see what it allows.
Is Nathan a fiduciary?
Nathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nathan paid?
Robert W. Baird & Co. reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Nathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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