Individual Firm
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NATHAN SORENSON KUBLANK
NATE KUBLANK
CRD#: 4912505
IA
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ASPIRIANT, LLCCRD#: 146720 N19W24200 Riverwood Dr
Suite 320
Pewaukee, WI 53188
Suite 320
Pewaukee, WI 53188
0
Disclosures
20
Years of Experience
View By:
State Registrations
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Texas 3/11/2021
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Wisconsin 10/19/2016
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Registered with this firm since 10/19/2016
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 02/27/2012 - 10/11/2016 | MIDDLETON, WI | |
B | 01/07/2014 - 10/11/2016 | MIDDLETON, WI | |
B | 03/24/2009 - 11/09/2012 | MIDDLETON, WI | |
IA | 04/10/2008 - 02/27/2012 | MIDDLETON, WI | |
IA | 02/01/2005 - 04/07/2008 | MILWAUKEE, WI |
MIDDLETON, WI
04/10/2008 - 02/27/2012
MILWAUKEE, WI
02/01/2005 - 04/07/2008
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.