Member · Klaas Financial Asset Advisors, LLC.
Nathan A. Breiby
CRD 6233768 · Named on Form ADV at one SEC-registered adviser
At a glance
Klaas Financial Asset Advisors, LLC., an SEC-registered wealth manager based in Loves Park, IL with $758 million in regulatory assets, lists Nathan A. Breiby on its Form ADV as Member.
Firms and roles
- Klaas Financial Asset Advisors, LLC.MemberWealth manager · Loves Park, IL · $758M in regulatory assets
AtlasMembers
Nathan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Craig J. KlaasCEO, President, Member, Klaas Financial Asset Advisors, LLC.
- Stephanie R. MowersChief Operating Officer, Klaas Financial Asset Advisors, LLC.
- Rita B. RhodesChief Compliance Officer, Klaas Financial Asset Advisors, LLC.
- Kyle A KiteCFO, Member, Klaas Financial Asset Advisors, LLC.
- Eric J. SchwartzMember, Klaas Financial Asset Advisors, LLC.
1 more person named with Nathan on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.