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Detailed Report
NATHAN SORENSON KUBLANK
NATE KUBLANK
CRD#: 4912505
IA
Investment Adviser
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Previous Broker
ASPIRIANT, LLCCRD#: 146720 N19W24200 Riverwood Dr
Suite 320
Pewaukee, WI 53188
Registration History
20062008201020122014201620182020202220242026IAASPIRIANT, LLC (CRD# 146720)2016 - Present (8 years)BCLIFTONLARSONALLEN WEALTH ADVI... (CRD# 38357)2014 - 2016 (2 years)BCG BROKERAGE L.L.C. (CRD# 112033)2009 - 2012 (3 years)IACLIFTONLARSONALLEN WEALTH ADVI... (CRD# 38357)2012 - 2016 (4 years)IACLIFTON GUNDERSON WEALTH ADVISORS (CRD# 111297)2008 - 2012 (3 years)IADELOITTE & TOUCHE INVESTMENT A... (CRD# 104593)2005 - 2008 (3 years)
License(s)

State Registrations

IA
Texas 3/11/2021
IA
Wisconsin 10/19/2016
Current Registration(s)
IA
ASPIRIANT, LLC (CRD#:146720)
N19W24200 Riverwood Dr Suite 320, Pewaukee, WI 53188
Registered with this firm since 10/19/2016
Previous Registration(s)
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IA
 02/27/2012 - 10/11/2016 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (CRD#:38357) MIDDLETON, WI
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 01/07/2014 - 10/11/2016 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (CRD#:38357) MIDDLETON, WI
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 03/24/2009 - 11/09/2012 CG BROKERAGE L.L.C. (CRD#:112033) MIDDLETON, WI
IA
 04/10/2008 - 02/27/2012 CLIFTON GUNDERSON WEALTH ADVISORS (CRD#:111297) MIDDLETON, WI
IA
 02/01/2005 - 04/07/2008 DELOITTE & TOUCHE INVESTMENT ADVISORS LLC (CRD#:104593) MILWAUKEE, WI
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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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.
IA
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
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.