Nathaniel William Klitzing
CFP®Professional Summary
Nathaniel William Klitzing, CFP®, who also goes by Nate Klitzing, Nathan Klitzing, is a registered financial advisor currently at CAMBRIDGE CAPITAL MANAGEMENT, LLC located in O'fallon, Illinois. Nathaniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Nathaniel has worked at 3 firms and has passed the Series 66, Series 63, Series 31 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Nate Klitzing, Nathan Klitzing
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
CAMBRIDGE CAPITAL MANAGEMENT, LLC | PROFESSIONAL INVESTMENT MANAGEMENT SERVICES,LLC
Contact Information
Main Address
781 Sunset Blvd Suite 100, O'fallon, IL 62269Phone Number
(618) 206-3262# of Employees
5SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
984AUM (Assets Under Management)
$457,811,293Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
CAMBRIDGE CAPITAL MANAGEMENT, LLC | PROFESSIONAL INVESTMENT MANAGEMENT SERVICES,LLC
State Registrations and Notice Filings
(8/28/2008)
(8/28/2008)
(5/24/2010)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Nathaniel William Klitzing's CRS (Customer Relationship Summary).
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