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 19 years of experience in the finance industry.

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Company Name Location Dates Years
Klaas Financial Asset Advisors, LLC Fitchburg, WI Mar 2020 - Current < 1
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
    378
    MILLIONS
  • Total Number of Accounts
    2,017
    ACCOUNTS
  • Average Account Value
    $187,209
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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, MO, NC, NE, SC, TN, TX, WI

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