Nathaniel William Klitzing
Investment adviser representative at Cambridge Capital Management, LLC
18 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$457.8MFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Cambridge Real Estate Holdings, LLCJan 2018 to now
- Cambridge Capital Management, LLCAug 2008 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 3 states (IL, MO, TX).
Cambridge Capital Management, LLC
$457.8MAssets managed
346Clients
4Advisers
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
- 4658345
- Firm CRD
- 110932