Nathan Thomas Winslow
Investment adviser representative at Klaas Financial Asset Advisors, LLC.
15 yearsExperience
2 statesRegistered in
$758.1MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Klaas Financial Asset Advisors, LLC.Mar 2020 to now
- Securities America, Inc.Jul 2020 to Sep 2020
- Investacorp, Inc.Mar 2020 to Jul 2020
- UnemployedNov 2019 to Mar 2020
- Bank of America, N.A.Sep 2019 to Nov 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2019 to Nov 2019
- Linsco/private Ledger Corp.Nov 2005 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (IL, WI).
Klaas Financial Asset Advisors, LLC.
$758.1MAssets managed
1,015Clients
14Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4329551
- Firm CRD
- 121399