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RIA / WealthAdvisorCertified Financial Planner21 years in industry

NATHAN SORENSON KUBLANK

Advisor at ASPIRIANT, LLC

LOS ANGELES, CA | Pewaukee, WI

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Search this name across graphsid dfx:ria:2006fe0e-2810-e8d8-b61c-b2192f3e41b4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 1, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ASPIRIANT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 9, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Dec 9, 2004
First registration: Feb 1, 2005
Dual registered: no
Other names: NATE KUBLANK
IAPD individual key: 4912505

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ASPIRIANT, LLC	Independent wealth	Oct 19, 2016	n/a	yes	Pewaukee, WI\|LOS ANGELES, CA	Current employment
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Bd affiliated wealth	Feb 27, 2012	Oct 11, 2016	no	MINNEAPOLIS, MN\|MINNEAPOLIS, MN\|MIDDLETON, WI\|MIDDLETON, WI	Previous registration
CLIFTON GUNDERSON WEALTH ADVISORS	Former SEC adviser	Apr 10, 2008	Feb 27, 2012	no	MADISON, WI\|MIDDLETON, WI	Previous registration
DELOITTE INVESTMENT ADVISORS LLC	n/a	Feb 1, 2005	Apr 7, 2008	no	MILWAUKEE, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	ASPIRIANT, LLC	Oct 11, 2016	Oct 19, 2016	8	Firm change	Other
CLIFTON GUNDERSON WEALTH ADVISORS	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Feb 27, 2012	Feb 27, 2012	0	Firm change	Other
DELOITTE INVESTMENT ADVISORS LLC	CLIFTON GUNDERSON WEALTH ADVISORS	Apr 7, 2008	Apr 10, 2008	3	Firm change	Other

Relationships

Registered with (4)

→ ASPIRIANT, LLCRegistered adviserregistration: current employment
Oct 19, 2016 to presentfactForm ADV
→ CLIFTONLARSONALLEN WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 27, 2012 to Oct 11, 2016factForm ADV
→ CLIFTON GUNDERSON WEALTH ADVISORSRegistered adviserregistration: previous registration
Apr 10, 2008 to Feb 27, 2012factForm ADV
→ DELOITTE INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
Feb 1, 2005 to Apr 7, 2008factForm ADV

Dated events

No dated event names this entity yet.