Nathan Donald Baumann

Current Employers

Employment History

• 05/2023 → 08/2023
  Foolery's Bar And Grill
  Oconomowoc, WI
• 05/2015 → 05/2017
  St. John Vianney
  Brookfield, WI
• 06/2017 → 04/2023
  Baumann Landscaping
  Brookfield, WI
• 01/2024 → 01/2025
  Northwestern Mutual
  Milwaukee, WI
• 08/2017 → 05/2021
  Marquette University Highschool
  Milwaukee, WI
• 08/2021 → 05/2025
  University Of Wisconsin La Crosse
  La Crosse, WI
• 06/2025 → Present
  Intrua
  Brookfield, WI

Other Businesses

(1) 11/10/2025 - Nathan Baumann is also engaged in contract work with Larson Financial Group, LLC, which is under common ownership with Intrua Financial LLC through Larson Financial Holdings, LLC. He assists Larson Financial Group's trading team with trading, rebalancing, and 401(k)-related tasks and is compensated $25 per hour for approximately 13 hours per month. Terminated outside business activity with Larson Financial Group effective 12/31/2025. No further compensation or involvement. (2) 08/01/2025 - Nathan Baumann is employed part-time as a cook at Foolery's, a bar and restaurant located at N52W35091 W Lake Dr, Oconomowoc, WI 53066. This hospitality-related position is unrelated to the investment advisory business and does not involve firm clients or advisory services. The individual typically works 15 to 20 hours per week and is compensated at a rate of $20 per hour. This outside activity does not present any conflict of interest with the individual's advisory responsibilities. Terminated outside business activity with Foolery's effective 12/31/2025. No further compensation or involvement.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-09

Other Names

• Nathan Donald Baumann
• Nathan Baumann