Nathan WinslowCRD 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.
Mckinley Money, LLC
Ameriprise Financial Services, LLC
Cuna Brokerage Services, Inc.
|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|
Total Assets Under Management378MILLIONS
Total Number of Accounts2,017ACCOUNTS
Average Account Value$187,209
- A percentage of assets under your management
- Hourly charges
- 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
AZ, CO, FL, IA, IL, MI, MN, MO, NC, NE, SC, TN, TX, WI
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