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Who We Are

WHO WE ARE

 
In 1995, I began my career in the financial services industry. Early on, I was referred to a CRNA and was able to help him secure a disability insurance policy. He also referred me to several co-workers whom I was able to assist as well.

As I developed a relationship with CRNAs, I learned a lot about the unique financial planning circumstances that you face. I also discovered that working with CRNAs was personally and financially rewarding. That is why in 2010, I decided to launch CRNA Financial in cooperation with The Rosselot Financial Group.

Our firm’s financial advisors are Registered Representatives of Cambridge Investment Research, Inc., one of the nation’s largest independent broker dealers.

Through our relationships, we have the resources to serve CRNAs locally and across the country.

Sincerely,

Nathan M. Kosman
President

Check the background of this investment professional on FINRA’s BrokerCheck.
 


LET US HELP YOU START PLANNING FOR LIFE


START PLANNING




7426 Jager Court
Cincinnati, OH 45230


Give Us a Call
513-232-6500


Message Us
info@CRNAfinancial.com


Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. Cambridge and Rosselot Financial Group are not affiliated.

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