Best Investors Account Sign in
Inactive

Nathan Roger Byers

Calculated Wealth

Madison, WI

Claim This Profile
Current Employers
Calculated Wealth

2921 Landmark Place Suite 215-#332, Madison, WI 53713-4247 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-08-22
WI RA APPROVED 2022-03-23
  • TX RA
    APPROVED_RES
    Since 2022-08-22
  • WI RA
    APPROVED
    Since 2022-03-23

Branch Locations

2921 Landmark Place Suite 215-#332, Madison, WI 53713-4247 • 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
Jbc Wealth Advisors, Llc Madison WI 05/2016 09/2018
Johnson Block & Company, Inc. Madison WI 11/2012 09/2018
Bmo Harris N.A. Madison WI 09/2018 02/2022
Calculated Wealth Llc Madison WI 02/2022 Present
Johnson Block And Company Inc. Madison WI 02/2022 Present
Nkb Llc Oregon WI 01/2019 Present
  • 05/2016 → 09/2018
    Jbc Wealth Advisors, Llc
    Madison, WI
  • 11/2012 → 09/2018
    Johnson Block & Company, Inc.
    Madison, WI
  • 09/2018 → 02/2022
    Bmo Harris N.A.
    Madison, WI
  • 02/2022 → Present
    Calculated Wealth Llc
    Madison, WI
  • 02/2022 → Present
    Johnson Block And Company Inc.
    Madison, WI
  • 01/2019 → Present
    Nkb Llc
    Oregon, WI
Previous Registrations
  • 2020-04-16 → 2021-01-13
    Bmo Harris Financial Advisors, Inc.
    Madison, WI
  • 2016-06-13 → 2018-09-13
    Jbc Wealth Advisors, Llc
    Madison, WI
Other Businesses

JOHNSON BLOCK AND COMPANY, INC.; NOT INVESTMENT-RELATED; 9701 BRADER WAY SUITE 202, MIDDLETON, WI 53562; TAX PREPARATION; TAX SUPERVISOR; EMPLOYEE; FEBRUARY 2022; 40 HRS PER MONTH; DUTIES ARE TO PREPARE TAX RETURNS NKB, LLC; NOT INVESTMENT-RELATED; 760 N PERRY PKWY OREGON, WI 53575; TAX CONSULTING AND PREPARATION AND FINANCIAL EDUCATION WEBSITE; OWNER; JANUARY 2020; 10 HOURS PER MONTH; DUTIES ARE TO PREPARE TAX RETURNS, TAX CONSULTATION, AND PROVIDE FINANCIAL EDUCATION VIA WEBSITE WWW.CURIOUSANDCALCULATED.COM

Designations
Other Names
  • Nate Byers
  • Nathan Byers

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Madison, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor