Nathan Breiby (CRD# 6233768) is an Investment Advisor Representative working at Klaas Financial Asset Advisors, LLC in Loves Park, IL and has over 9 years of experience in the finance industry. Nathan Breiby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2088227
Cetera Investment Advisers LLC
CRD# 5115121
Focus Financial Advisors
CRD# 6311988
Savant Wealth Management
Company Name | Location | Dates | Years |
---|---|---|---|
Klaas Financial Asset Advisors, LLC | Loves Park, IL | Nov 2020 - Current | 3 |
Basepoint Wealth LLC | Dubuque, IA | Feb 2020 - Oct 2020 | < 1 |
Midwestone Bank | Dubuque, IA | May 2019 - Feb 2020 | < 1 |
Lpl Financial LLC | Dubuque, IA | Apr 2019 - Feb 2020 | < 1 |
Cetera Investment Advisers LLC | Dubuque, IA | Apr 2016 - Apr 2019 | 3 |
Cetera Investment Services LLC | St. Cloud, MN | Aug 2014 - Apr 2019 | 4 |
American Trust & Savings Bank | Dubuque, IA | Jul 2014 - Apr 2019 | 4 |
Lisle Financial Group | Platteville, WI | Jan 2013 - Jun 2014 | 1 |
University Of Wisconsin-platteville | Platteville, WI | Sep 2010 - May 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
S63 | Uniform Securities State Law Examination | Jun 2014 |
- IL
- WI
-
Total Assets Under Management569MILLIONS
-
Total Number of Accounts969ACCOUNTS
-
Average Account Value$586,821
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AZ, CO, FL, IA, IL, MI, MN, NC, NE, NM, TN, TX, WI
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