Advisor at Equitable Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Beloit, WI 53511
Credentials
Series 63, Series 65
Industry experience
32 years
Daniel Winter is a financial advisor at Equitable Advisors with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Equitable Advisors since 2000. Prior to that, he spent 12 years at Mid States Concrete Industries. Winter serves on the boards of the Community Foundation of Southern Wisconsin, Camp Manito-Wish YMCA, and the 4th of July Fun Run. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.
Based on Equitable Advisors
$0+: 0.20% to 2.50% annually (varies by program and asset level; see product-specific minimum and maximum fees) $0+: Financial planning fixed fees: $250 - $25,000 for new plans; $250 - $12,500 for reviews $0+: Financial planning hourly fees: $100 - $400 per hour
Variable life and annuity sales commissions and renewal commissions are received in brokerage capacity, not advisory fees.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees may range from $250 to $25,000 for new clients; follow-on plan review fees generally range from $250 to $12,500; hourly fees generally range from $100 to $400 per hour. Fee-only: Fee-based financial planning services are offered, including fixed and hourly fees as noted above.
604 Pleasant Street, Suite 110
Beloit, WI 53511
Texas · Wisconsin
Mid States Concrete Industries
2009 - 2021 (12 years)
Equitable Advisors
2000 - Present (26 years)
AXA Advisors, LLC
2000 - 2020 (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Loves Park, IL
Klaas Financial Asset Advisors, LLC.
Nathan Breiby is a CFP® professional at Klaas Financial Asset Advisors, LLC with 11 years of industry experience. He has worked at several firms including Basepoint Wealth LLC, MidwestOne Bank, LPL Financial LLC, and Cetera Investment Services. Breiby has been with Klaas Financial Asset Advisors since 2020. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, investment consulting, and retirement plan services. The firm emphasizes diversified, long-term asset allocation strategies and provides both discretionary and non-discretionary advisory services supported by technology-enabled planning tools.
CFP®, ChFC®, Series 63, Series 65
Loves Park, IL
Klaas Financial Asset Advisors, LLC.
Forrest Ross is a CFP® and ChFC® with 33 years of industry experience. He is currently with Klaas Financial Asset Advisors, LLC, where he has worked since 2022. His prior roles include positions at Global Retirement Partners, LPL Financial, ISG Advisors, and VSR Advisory Services. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, investment consulting, and retirement plan services. The firm emphasizes diversified, long-term asset allocation strategies tailored to clients’ objectives and risk tolerances and combines discretionary wrap-fee management with in-house tax preparation and a professional referral network.
CFP®, Series 63, Series 66
Loves Park, IL
Klaas Financial Asset Advisors, LLC.
Liane Warcup is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Klaas Financial Asset Advisors, LLC. She joined Klaas in 2025 after spending 20 years at Clarus Financial Planning. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, and consulting services. The firm emphasizes diversified, long-term asset allocation strategies and combines discretionary wrap-fee management with in-house tax preparation and a professional referral network.
Series 65
Loves Park, IL
Klaas Financial Asset Advisors, LLC.
Rachael Herold Plakut is a financial advisor at Klaas Financial Asset Advisors, LLC with one year of industry experience. She holds a Series 65 credential and has a background that includes academic roles at the University of Queensland and the University of Wisconsin, as well as experience in property management and the food delivery sector. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, consulting, and retirement plan services. The firm employs diversified, long-term asset allocation strategies and provides a combination of discretionary and non-discretionary advice supported by technology-enabled planning tools.
Series 65, Series 66
Loves Park, IL
Klaas Financial Asset Advisors, LLC.
Craig Klaas is a financial advisor at Klaas Financial Asset Advisors, LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Securities America, Inc. and Investacorp, Inc. Klaas also serves as a notary public and is the volunteer president of a homeowners association. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement plan services. The firm generally employs diversified, long-term asset allocation strategies tailored to clients’ objectives and risk tolerances, and combines wrap-fee management with tax preparation and a professional referral network.
Series 63, Series 65
Loves Park, IL
Klaas Financial Asset Advisors, LLC.
Nathan Winslow is a financial advisor with Klaas Financial Asset Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Securities America, Investacorp, Bank of America, Merrill Lynch, and Linsco/Private Ledger Corp. He has been with Klaas Financial Asset Advisors since 2020. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management through its Klaas Investment Portfolios wrap-fee program, financial planning and consulting, and retirement plan services. The firm emphasizes diversified, long-term asset allocation strategies tailored to clients’ objectives and risk tolerances and integrates tax preparation and a professional referral network into its service model.
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