TrueAdvisor
TrueAdvisor
NW
NW

Nathan Thomas Winslow

Klaas Financial Asset Advisors, LLC.
23 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Klaas Financial Asset Advisors, LLC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
971 clients
Average Client Portfolio
$651K average
Assets Under Management
$632.1M

Fee Structure

Minimum Investment:None

Location

5951 Mckee Rd, Suite 200, Fitchburg, WI, 53719

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Klaas Financial Asset Advisors, LLC.
April 2020 - Present · 5 yrs 10 mos
Previous Registrations
Securities America, INC.Broker
July 2020 - September 2020 · 2 mos
Investacorp, INC.Broker
March 2020 - July 2020 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2019 - November 2019 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2019 - November 2019 · 2 mos
LPL Financial LLC
May 2019 - June 2019 · 1 mo
LPL Financial LLCBroker
December 2005 - June 2019 · 13 yrs 6 mos
Fidelity Brokerage Services LLCBroker
April 2001 - November 2005 · 4 yrs 7 mos
State Registrations2 states
ILWI
Advisor
Exams
No exam information available for this advisor.