Advisor at AE Wealth Management, LLC
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 53545
Credentials
Series 65
Industry experience
2 years
Jonathan Hoskins is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Seyller Financial Group, LLC and KP Counseling. Outside of his advisory role, he is also an insurance agent involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services, utilizing a platform-centered approach that incorporates models managed internally, by third parties, and by advisors.
Based on AE Wealth Management, LLC
Based on AE Wealth Management, LLC
Fixed fees for financial planning and consulting vary by IAR and client agreement; no fees over $1,200 paid six or more months in advance
Negotiable up to 2.5% annually; fees above 2.0% require compliance approval
IARs may earn commissions from insurance product sales ranging from 1% to 9% plus bonuses and other incentives
Hourly fees for financial planning and consulting vary by IAR and client agreement
Account minimum: $10,000 Fee-only: Financial planning and consulting services offered on hourly and fixed fee basis; hourly fees and fixed fees vary by IAR and client agreement
645 3rd St.
Beloit, WI 53545
Illinois · Texas · Wisconsin
AE Wealth Management
2023 - Present (3 years)
Seyller Financial Group, LLC
2023 - Present (3 years)
KP Counseling
2017 - 2023 (6 years)
Mariano's Grocery
2016 - 2017 (1 year)
Aurora University
2015 - 2017 (2 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.
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.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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