Marc Nall, CFP®, AWMA®, CRPC®


Executive Coach

Ph: 248.244.6211

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Marc Nall, CFP®, AWMA®,CRPC®, has a broad and deep background in personal financial planning content including tools support, suitability, pricing, procedures, resources, technology, practice management and coaching.  Marc’s roots started in 1990, having been recruited in Indianapolis from Golden Rule Insurance. During his training, a unique opportunity came by to produce plans for financial advisors.

In 1993, he transitioned to Minneapolis where he started supporting and training the entire field in IDS insight®, Allocation Master, and later FAS, PMT, Morningstar, Forefield and others. Marc worked at Ameriprise’s ABDG Financial Advice Sales Consulting unit, as part of the New York Metro Leadership team. He is also pursued his M.S. in Financial Planning with the College of Financial Planning and is close to earnings his masters in personal financial planning.

Marc’s passion is helping advisors effectively use financial planning to make a difference in their practices. He has spent nearly three decades of his career doing just that.

In his “spare time”, he enjoys biking, jogging, skiing (downhill/cross country), blading, snorkeling, hiking, music, health and nutrition and hitting the gym.  Also, Marc is a long time semiprofessional photographer, world traveler (40 countries), guitar player, a nonfiction and news junkie and lives just a few miles from downtown Minneapolis in St. Louis Park, MN with his cat of 19 years, Busch.