Nathan Andrew Breiby

CFP

Klaas Financial Asset Advisors, LLC.

11 Years of Experience

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

Contact

Nathan Andrew Breiby

Location

4707 Perry Ridge Lane, Loves Park, IL, 61111

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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.

Employment History

Current Registrations

Klaas Financial Asset Advisors, LLC.

November 2020 - Present · 5 yrs 3 mos

Previous Registrations

Basepoint Wealth, LLC

February 2020 - October 2020 · 8 mos

LPL Financial LLCBroker

April 2019 - February 2020 · 10 mos

LPL Financial LLC

April 2019 - February 2020 · 10 mos

Cetera Investment Advisers LLC

April 2016 - April 2019 · 3 yrs

Cetera Investment Services LLCBroker

August 2014 - April 2019 · 4 yrs 8 mos

Mutual of Omaha Investor Services, INC.Broker

August 2013 - November 2013 · 3 mos

State Registrations2 states

ILWI

Advisor

Exams

No exam information available for this advisor.