Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Winslow is an investment advisor representative at Klaas Financial Asset Advisors, LLC. Nathan has been in the financial services industry for over 20 years. Nathan is registered with the state of Illinois and Wisconsin. Nathan is a Series 63, Series 65, Series 7, and Series 53 licensed professional. Nathan's primary area of expertise is investment advisory services. Nathan has a strong track record of success in providing financial planning, portfolio management, and other advisory services to individuals and businesses. Nathan is committed to helping clients reach their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Institutional consulting
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.
1
2
WI
04/02/2020 - Present
Klaas Financial Asset Advisors, LLC (FITCHBURG WI)
WI
07/17/2020 - 09/10/2020
SECURITIES AMERICA, INC. (FITCHBURG WI)
WI
03/26/2020 - 07/17/2020
INVESTACORP, INC. (FITCHBURG WI)
WI
09/16/2019 - 11/07/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MADISON WI)
CA
12/09/2005 - 06/26/2019
LPL FINANCIAL LLC (SAN DIEGO CA)
RI
04/25/2001 - 11/10/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 05/29/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Nathan Winslow is the right advisor for you? Invested Better is here to help.
