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Nathan M. Kosman

Nathan M. Kosman, CEO

Financial Advisor, AIF ®


Nate began his career in the financial services industry while in college. After graduating from the University of Cincinnati he continued his career with Ohio National Financial Services.

In 1998 Nate joined his step father, Ron Rosselot, at the Rosselot Financial Group. He now serves as President of the Rosselot Financial Group and Interdependent Advisors LLC. He excels in creating a road map to future financial independence and retirement income distribution strategies by putting himself in your shoes. He listens to your objectives and expectations and works towards solutions within your comfort zone.

In Nate’s spare time he enjoys traveling, attending concerts and sporting events. Nate is a “recovering” athlete having competed in basketball, football and he is a retired rugby player having played with the Cincinnati Wolfhounds. He is currently an assistant coach with the Walnut Hills Rugby Football Club. He is the former head coach of the back to back to back city champion Forest Hills Youth Football Mad Dawgs.

Nate’s greatest accomplishment off the field is having married his high school sweetheart. Nate and Christy raise their three children in Anderson Township.

  • Graduate of University of Cincinnati
  • Member of Cincinnati Association of Insurance and Financial Advisors
  • Completed Life Success Seminars Basic Training
  • Member of Million Dollar Round Table*
  • Member of Goering Center for Family and Private Business
  • Graduate of Next Generation Institute
  • Graduate of Leadership Development Institute
  • Recipient of the NAIFA’s National Quality Award 1997
  • Licensed: Life, Accident, Health, Series 63, 7, 24, 65
  • Accredited Investment Fiduciary® (AIF®)

Describe the RFG culture: Our culture is one of Family, Growth and Service. We look at these ideals both from the client perspective as well as the RFG team member. Everything is built around both clients and team members feeling like family. Continuous growth both financially and personally. Service to those who entrust us with their money as well as for the community.

Financial Advice: You can’t spend percents! If your assets can provide for your goals don’t worry about what rate of return you achieved, focus on how those dollars have enriched your life and those around you.

Favorite travel spot? My family and I love to travel, but our favorite spot is the Kosman Swim and Social Club. Stop on by!

Favorite sport: Rugby. “A brutal game played by gentlemen.” I learned a lot of lessons through sport. None taught me more than rugby.

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

nate@rosselotfinancial.com
513-624-1306 / fax 513-624-3124

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*Honorees of Million Dollar Round Table must achieve a sales goal predetermined by the MDRT organization and maintain this level throughout the course of one year. Qualified individuals must pay a membership fee in order to participate. Sales amounts are independently verified by the MDRT organization through certifying letters. Qualification for recognition is based on the amount of premium/commission dollars produced over the previous year. This recognition is not representative of any investment performance or returns. Nathan's licenses are with INVEST.
 

OUR ACCOLADES

Rosselot Financial Best Places to Work 2018
Rosselot Financial BBB A+
AIF
Five Star Wealth Manager
Goering Center
WiserAdvisor Member

Best of Cincinnati Top 3


The Rosselot Financial Group 7450 Jager Court Cincinnati, OH 45230
The Rosselot Financial Group
7450 Jager Court Cincinnati, OH 45230 

Phone: (513) 232-6500
Phone: (513) 232-6500
Fax: (513) 624-3124

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COPYRIGHT © 2019. THE ROSSELOT FINANCIAL GROUP. ALL RIGHTS RESERVED.


To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.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.