Nathan
Breiby
Klaas Financial Asset Advisors, LLC
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About this Advisor
Nathan Breiby is a financial advisor based in Loves Park, Illinois, working with Klaas Financial Asset Advisors, LLC. Nathan has previously held positions at American Trust & Savings Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Lpl Financial LLC, Midwestone Bank, Basepoint Wealth LLC, and Klaas Financial Asset Advisors, LLC. Nathan has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Illinois and Wisconsin. Currently, Nathan is part of Klaas Financial Asset Advisors, LLC, which operates out of Loves Park, Illinois. The firm has 1 office and 13 employees. The firm manages assets totaling $568.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Klaas Financial Asset Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Klaas Financial Asset Advisors, LLC Brokerage Details
$568,629,779
13
969
$586,821
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Nathan Breiby Work History
Klaas Financial Asset Advisors, LLC
Basepoint Wealth LLC
Lpl Financial LLC
Midwestone Bank
Cetera Investment Advisers LLC
American Trust & Savings Bank
Cetera Investment Services LLC
Disclosures
Please visit the SEC profile of Nathan Breiby to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Klaas Financial Asset Advisors, LLC
Loves Park, IL
Loves Park, IL
Loves Park, IL
Loves Park, IL
Loves Park, IL
Madison, WI
Madison, WI
Madison, WI
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