Nathan Breiby
Nathan Breiby is a CFP-designated registered investment advisor at Klaas Financial Asset Advisors, LLC., based in Loves Park, IL, with 11 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 971 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Klaas Financial offers investment management through the KIP wrap fee program. Details about the fees are available in the Wrap Fee Program Brochure, which can be found on their website.
Contact
Nathan Breiby
Location
4707 Perry Ridge Lane, Loves Park, IL, 61111
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Klaas Financial Asset Advisors, LLC.
Previous Registrations
Basepoint Wealth, LLC
LPL Financial LLCBroker
LPL Financial LLC
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Mutual of Omaha Investor Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams