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Nathan Sorenson Kublank

Aspiriant, LLC

Pewaukee, WI

Los Angeles, CA

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Current Employers
Aspiriant, Llc

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-03-11
WI RA APPROVED 2016-10-19
  • TX RA
    APPROVED
    Since 2021-03-11
  • WI RA
    APPROVED
    Since 2016-10-19

Branch Locations

N19W24200 Riverwood Dr Suite 320, Pewaukee, WI 53188 • United States

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • 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
Cliftonlarsonallen Wealth Advisors, Llc Middleton WI 02/2012 10/2016
Aspiriant, Llc Milwaukee WI 10/2016 04/2018
Aspiriant, Llc Milwaukee WI 02/2019 Present
Aspiriant, Llc Milwaukee WI 05/2018 01/2019
Previous Registrations
  • 2012-02-27 → 2016-10-11
    Cliftonlarsonallen Wealth Advisors, Llc
    Minneapolis, MN
    Minneapolis, MN
    Middleton, WI
    Middleton, WI
  • 2008-04-10 → 2012-02-27
    Clifton Gunderson Wealth Advisors
    Madison, WI
    Middleton, WI
  • 2005-02-01 → 2008-04-07
    Deloitte Investment Advisors Llc
    Milwaukee, WI
Other Businesses

VOLUNTEER AS A BOARD OF DIRECTORS MEMBER OF THE FINANCE AND DISTRIBUTION REVIEW COMMITTEES OF WISPACT (WISCONSIN POOLED AND COMMUNITY TRUSTS).

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-04-15
S65 Uniform Investment Adviser Law Examination 2004-12-09
  • S63 Uniform Securities Agent State Law Examination
    2009-04-15
  • S65 Uniform Investment Adviser Law Examination
    2004-12-09
Designations
Other Names
  • Nate Kublank

View on SEC IAPD

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OSAIC WEALTH, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

GREGORY NEBEL
MATTHEW WINTERS
DREW ALAN HEBBE
MARK ANDREW SMITH
KIERAN MICHAEL BIENEMAN
Susan Jakoblich
James Thomas Fitzgerald
JOHN MICHAEL FITZGERALD

Other Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PEWAUKEE, WI
PARK AVENUE SECURITIES LLC · PEWAUKEE, WI
LASALLE INVESTMENT ADVISORS, INC. · PEWAUKEE, WI
MADISON PARTNERS · Pewaukee, WI
THRIVENT INVESTMENT MANAGEMENT INC. · PEWAUKEE, WI
OSAIC WEALTH, INC. · PEWAUKEE, WI
EDWARD JONES · PEWAUKEE, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Pewaukee, WI

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