Nathan Thomas Winslow

$758M regulatory AUM 116 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

4707 Perry Ridge Lane, Loves Park, IL 61111 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2020-04-02
WI	RA	APPROVED	2020-04-02

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Linsco/Private Ledger Corp.	San Diego	CA	11/2005	06/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Madison	WI	08/2019	11/2019
Bank Of America, N.A.	Madison	WI	09/2019	11/2019
Investacorp, Inc.	Miami	FL	03/2020	07/2020
Unemployed	Oregon	WI	11/2019	03/2020
Klaas Financial Asset Advisors, Llc	Fitchburg	WI	03/2020	Present
Securities America, Inc.	Fitchburg	WI	07/2020	09/2020

11/2005 → 06/2019

Linsco/Private Ledger Corp.

San Diego, CA
08/2019 → 11/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Madison, WI
09/2019 → 11/2019

Bank Of America, N.A.

Madison, WI
03/2020 → 07/2020

Investacorp, Inc.

Miami, FL
11/2019 → 03/2020

Unemployed

Oregon, WI
03/2020 → Present

Klaas Financial Asset Advisors, Llc

Fitchburg, WI
07/2020 → 09/2020

Securities America, Inc.

Fitchburg, WI

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-05-29
S63	Uniform Securities Agent State Law Examination	2001-05-08

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