Nathan Winslow, financial advisor Fitchburg WI

Nathan Winslow

CRD Number: 4329551
Current Firm: Klaas Financial Asset Advisors, LLC

Nathan Winslow (CRD# 4329551) is an Investment Advisor Representative working at Klaas Financial Asset Advisors, LLC in Fitchburg, WI and has over 22 years of experience in the finance industry.

Similar Advisors
Mark Ziety, financial advisor Fitchburg WI
Mark A. Ziety
CRD# 4902024
Wismed Financial, Inc.
Similar Advisors
Alec Abbott, financial advisor Fitchburg WI
Alec B. Abbott
CRD# 1414999
Baker Tilly Wealth Management, LLC
Similar Advisors
Aaron Abel, financial advisor Fitchburg WI
Aaron B. Abel
CRD# 5525772
Ameriprise Financial Services, LLC
Company Name Location Dates Years
Klaas Financial Asset Advisors, LLC Fitchburg, WI Mar 2020 - Current 4
Securities America, Inc. Fitchburg, WI Jul 2020 - Sep 2020 < 1
Investacorp, Inc. Miami, FL Mar 2020 - Jul 2020 < 1
Unemployed Oregon, WI Nov 2019 - Mar 2020 < 1
Bank Of America, N.a. Madison, WI Sep 2019 - Nov 2019 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Madison, WI Aug 2019 - Nov 2019 < 1
Linsco/private Ledger Corp. San Diego, CA Nov 2005 - Jun 2019 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2001
S65 NASAA Investment Advisors Law Examination May 2019
Contact Info for Nathan T. Winslow
Phone Number: 815-877-8440
Registered State(s):
  • IL
  • WI
By the Numbers
  • Total Assets Under Management
    569
    MILLIONS
  • Total Number of Accounts
    969
    ACCOUNTS
  • Average Account Value
    $586,821
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AZ, CO, FL, IA, IL, MI, MN, NC, NE, NM, TN, TX, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.