Nathaniel William Klitzing

Employer firm

Cambridge Capital Management, LLC CRD 110932

$458M regulatory AUM 5 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

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

Current Employers

Cambridge Capital Management, Llc

781 Sunset Blvd Suite 100, O'FAllon, IL 62269 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2010-05-24
IL	RA	APPROVED	2008-08-28
MO	RA	APPROVED	2008-08-28

TX RA
APPROVED_RES

Since 2010-05-24
IL RA
APPROVED

Since 2008-08-28
MO RA
APPROVED

Since 2008-08-28

Branch Locations

781 Sunset Blvd Suite 100, O'FAllon, IL 62269 • 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

Organization	City	State	From	To
Cambridge Capital Management, Llc	O'FAllon	IL	08/2008	Present
Cambridge Real Estate Holdings, Llc	O'FAllon	IL	01/2018	Present

08/2008 → Present

Cambridge Capital Management, Llc

O'FAllon, IL
01/2018 → Present

Cambridge Real Estate Holdings, Llc

O'FAllon, IL

Previous Registrations

2006-07-06 → 2008-08-12

Morgan Keegan & Company, Llc

O'FAllon, IL

Lebanon, IL

Freeburg, IL

Fairview Heights, IL

Fairview Heights, IL

St. Louis, MO

St. Louis, MO

Other Businesses

Cambridge Real Estate Holdings, LLC / not investment related / member 01/2018 / 3hrs/month during trading hours. This is a Real Estate Holding Company for commercial real estate.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-06-30
S63	Uniform Securities Agent State Law Examination	2004-10-08

S66 Uniform Combined State Law Examination

2006-06-30
S63 Uniform Securities Agent State Law Examination

2004-10-08

Designations

Certified Financial Planner

Other Names

Nathan Klitzing
Nate Klitzing

View on SEC IAPD