Nathan Andrew Breiby
NB
CFP

Nathan Andrew Breiby

11 Years of Experience

Firm Information

Nathan Andrew Breiby
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
14 advisors
Number of Clients
971 clients
Average Client Portfolio
$651K average
Assets Under Management
$632.1M

Fee Structure

Minimum Investment:None
Financial Plan Fee:From $1,650
Hourly Rate:Up to $300/hr

Klaas 360 Comprehensive Financial Planning Services have an initial fee and a monthly program fee based on investable assets. For example, up to $1,500,000 of investable assets, the monthly fee is $275 and the initial fee is $1,650. For Project-Based Financial Consulting Services, they charge a fixed fee or $300/hour. Fees for Klaas 401K retirement plan consulting services may be based on a percentage of assets under advisement (0.05% to 1.0%) or may be a fixed fee.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

4707 Perry Ridge Lane, Loves Park, IL, 61111

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Nathan Andrew Breiby
NB
Contact
Nathan Andrew Breiby
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Klaas Financial Asset Advisors, LLC.
November 2020 - Present · 5 yrs 2 mos
Previous Registrations
Basepoint Wealth, LLC
February 2020 - October 2020 · 8 mos
LPL Financial LLC Broker
April 2019 - February 2020 · 10 mos
LPL Financial LLC
April 2019 - February 2020 · 10 mos
Cetera Investment Advisers LLC
April 2016 - April 2019 · 3 yrs
Cetera Investment Services LLCBroker
August 2014 - April 2019 · 4 yrs 8 mos
Mutual of Omaha Investor Services, INC. Broker
August 2013 - November 2013 · 3 mos
State Registrations2 states
ILWI
Advisor
Exams
No exam information available for this advisor.
Nathan Andrew Breiby
NB
Contact
Nathan Andrew Breiby