Nathan Kleppe

Current Employers

Employment History

• 07/2019 → 09/2024
  Azusa Pacific University
  Azusa, CA
• 09/2011 → 06/2019
  Kings Schools
  Shoreline, WA
• 06/2023 → 10/2024
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 07/2023 → 10/2024
  Northwestern Mutual Investment Services Llc
  Ontario, CA
• 10/2024 → 04/2026
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2024 → 04/2026
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2025 → 04/2026
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 05/2026 → Present
  Lpl Financial Llc
  Grand Junction, CO
• 05/2026 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Previous Registrations

• 2025-01-23 → 2026-04-15
  Cambridge Investment Research Advisors, Inc.
  Grand Junction, CO

Other Businesses

1.05/07/2026; Nate Kleppe Coaching; Coach/ Sports/ Fitness; Not Investment Related; Grand Junction,CO; Start Date 04/27/2026; 10hrs/mth; 0hrs during trading 2. 05/20/2026; (Hybrid) Global Retirement Partners; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 04/27/2026; 160hrs/mth; 160hrs during trading; I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 5/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3.05/20/2026 - DWC Wealth Advisors - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 04/21/2026 - 160 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2025-01-08

Designations

Other Names

• Nathan Kleppe
• Nate Kleppe