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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Sorenson Kublank is a financial advisor at Aspiriant, LLC. Nathan has been in the financial industry since 2009. Nathan is a Certified Financial Planner and has experience providing financial advice to individuals, families, and businesses. Nathan is registered with the state of Wisconsin as an investment advisor representative. Nathan is also registered with the state of Texas as an investment advisor representative.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
10/19/2016 - Present
Aspiriant, LLC (Pewaukee WI)
WI
01/07/2014 - 10/11/2016
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (MIDDLETON WI)
WI
03/24/2009 - 11/09/2012
CG BROKERAGE L.L.C. (MIDDLETON WI)
BC
Issued 04/15/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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