Nathan Andrew Breiby
Investment adviser representative at Klaas Financial Asset Advisors, LLC.
6 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$758.1MFirm 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 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
6 years in the industry.
- Klaas Financial Asset Advisors, LLC.Nov 2020 to now
- Basepoint Wealth LLCFeb 2020 to Oct 2020
- Midwestone BankMay 2019 to Feb 2020
- LPL Financial LLCApr 2019 to Feb 2020
- Cetera Investment Advisers LLCApr 2016 to Apr 2019
- Cetera Investment Services LLCAug 2014 to Apr 2019
- American Trust & Savings BankJul 2014 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2016
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
- 6233768
- Firm CRD
- 121399