NB
Nathan R. Byers
CALCULATED WEALTH
Madison, WI 53713-4247
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CRD#: 6645599
NB
Professional summary
Nathan Roger Byers, who also goes by Nate Byers, Nathan Byers, is a registered financial advisor currently at CALCULATED WEALTH located in Madison, Wisconsin.
Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Nathan has worked at 3 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nate Byers | Nathan Byers
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.
JOHNSON BLOCK AND COMPANY, INC.; NOT INVESTMENT-RELATED; 9701 BRADER WAY SUITE 202, MIDDLETON, WI 53562; TAX PREPARATION; TAX SUPERVISOR; EMPLOYEE; FEBRUARY 2022; 40 HRS PER MONTH; DUTIES ARE TO PREPARE TAX RETURNS NKB, LLC; NOT INVESTMENT-RELATED; 760 N PERRY PKWY OREGON, WI 53575; TAX CONSULTING AND PREPARATION AND FINANCIAL EDUCATION WEBSITE; OWNER; JANUARY 2020; 10 HOURS PER MONTH; DUTIES ARE TO PREPARE TAX RETURNS, TAX CONSULTATION, AND PROVIDE FINANCIAL EDUCATION VIA WEBSITE WWW.CURIOUSANDCALCULATED.COM
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Roger Byers's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 23, 2022 - Present
CALCULATED WEALTH
Office #1: 2921 Landmark Place Suite 215-#332, Madison, WI 53713-4247RIA
CRD#: 318985
Madison, WI
Past
April 16, 2020 - January 13, 2021
BMO HARRIS FINANCIAL ADVISORS, INC.
RIA
CRD#: 137115
MADISON, WI
Past
June 13, 2016 - September 13, 2018
JBC WEALTH ADVISORS, LLC
RIA
CRD#: 283833
MADISON, WI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CALCULATED WEALTH
CALCULATED WEALTH | STILLPOINT CAPITAL | CALCULATED WEALTH LLC
CRD#: 318985 / SEC#: 801-131906
RIA
Registered Investment Advisory firm - (2/19/2025 Approved)Minnesota
Registered Investment Advisory firm - (4/7/2023 Approved)Texas
Registered Investment Advisory firm - (8/22/2022 Conditional Restricted)Wisconsin
Registered Investment Advisory firm - (3/23/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(8/31/2022)
IAR
Wisconsin(3/23/2022)
Exams
Current Firm
CW
CALCULATED WEALTH
CALCULATED WEALTH | STILLPOINT CAPITAL | CALCULATED WEALTH LLC
CRD#: 318985 / SEC#: 801-131906
RIA
Registered Investment Advisory firm - (2/19/2025 Approved)Minnesota
Registered Investment Advisory firm - (4/7/2023 Approved)Texas
Registered Investment Advisory firm - (8/22/2022 Conditional Restricted)Wisconsin
Registered Investment Advisory firm - (3/23/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2921 Landmark Place Suite 215-#332, Madison, WI 53713-4247
Mailing Address
Phone number
(608) 400-4072
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 315 |
| AUM (Assets Under Management) | $ 142,298,803 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
