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Nathan Thomas Winslow

Klaas Financial Asset Advisors, LLC.

Fitchburg, WI

Loves Park, IL

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Current Employers
Klaas Financial Asset Advisors, Llc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2020-04-02
WI RA APPROVED 2020-04-02
  • IL RA
    APPROVED
    Since 2020-04-02
  • WI RA
    APPROVED
    Since 2020-04-02

Branch Locations

5951 Mckee Rd Suite 200, Fitchburg, WI 53719 • United States

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

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-29
S63 Uniform Securities Agent State Law Examination 2001-05-08
  • S65 Uniform Investment Adviser Law Examination
    2019-05-29
  • S63 Uniform Securities Agent State Law Examination
    2001-05-08
Other Names
  • Nathan T Winslow
  • Nate Winslow
  • Nathan Thomas Winslow
  • Nathan Winslow

View on SEC IAPD

Other Firms

HARBOUR INVESTMENTS, INC.
OSAIC WEALTH, INC.
BROOKSTONE CAPITAL MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
U.S. BANCORP ADVISORS, LLC
CALCULATED WEALTH

Other Investors

JILL MARIE SOMMERS
DAVID M BROWN
JAMIE LYNN HANSON
Ellen Rosalia Fallon Natvig
ELIZABETH JEAN WITZEL
JOSHUA CLINTON EVENSON
GREG RICHARD HALAT
JON CHARLES YLINEN

Other Offices

HARBOUR INVESTMENTS, INC. · FITCHBURG, WI
OSAIC WEALTH, INC. · FITCHBURG, WI
BROOKSTONE CAPITAL MANAGEMENT LLC · Fitchburg, WI
CETERA INVESTMENT ADVISERS LLC · MADISON, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Fitchburg, WI
EDWARD JONES · Fitchburg, WI
U.S. BANCORP ADVISORS, LLC · Madison, WI
EDWARD JONES · FITCHBURG, WI

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