Nathan Serven, Investment Adviser Representative, Financial Planner

03/04/2024

Excited to announce that I've completed the Certified Financial Planner (TM) training and examination process! Lot's of study to get to this point!

The recognized standard of excellence for competent and ethical personal financial planning.

05/31/2022

Christie was warmly greeted by our littlest officemates today. 😊

04/26/2022

Q2 planning with the whole team together in Austin today!

04/01/2022

I'm meeting with clients in Dallas this week. I've enjoyed working from the Mass Mutual office at the International Building. Dallas clients, I look forward to meeting you here for future meetings!

03/24/2022

Learning so much from these great financial advisors at the Limitless Advisor retreat.

https://limitlessfa.life/

02/28/2022

We're prepping for spring review meetings... Starting March 1!

If you have yet to schedule your spring review, click here to book time in our office: https://calendly.com/nathanserven/spring-2022-review-meeting-in-person-austin-office?month=2022-04

12/03/2021

Our team had an in-person work day this week! Working from home is great, but's nice to be back in the office every once and a while. ;)

11/25/2021

Happy Thanksgiving!

11/19/2021

Getting set with all the technology to work from home!
Glad to have Christie serving our clients from her office in Killeen. :)

11/17/2021

Still a great place to work! Glad to have been with this agency for over 13 years.

We did it again! Capital Strategies in Austin, Texas has been voted as a top workplace for the 8th year in a row! We are honored to have incredible team members that make Capital Strategies a great place to work!

Are you interested in being a part of our team? Learn more about us on our website csomtx.com