Nathaniel Klitzing has been Managing Member and Chief Compliance Officer of Cambridge Capital Management since January 2011, is a control person of the firm and directly owns 75% or more of it. Nathaniel Klitzing holds a Bachelor of Science in Finance from Southern Illinois University Carbondale.
Cambridge Capital Management, LLC is an O'Fallon, IL firm with $458M under management, 346 clients and 4 advisers across 2 offices, as of its February 2026 filing.
Nathaniel W. Klitzing is CEO and Principal Wealth Advisor of Cambridge Capital Management. He joined the firm in 2008 after working as a Municipal Bond Specialist in Chicago and later as a Financial Advisor in St. Louis. He became a Principal, then a Partner, and is now CEO of the firm.
Nathaniel Klitzing’s longest registration is the current one, 18 years at Cambridge Capital Management since 2008. Before joining Cambridge Capital Management in 2008, Nathaniel Klitzing was registered through Morgan Keegan & Company, Inc.
- – present · 18 yearsO'Fallon, IL · Adviser representative · Firm CRD 110932
- Morgan Keegan & Company, Inc.– · 2 yearsFairview Heights, IL · Adviser representative · Firm CRD 4161
Professional designations
Listed by Cambridge Capital Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Nathaniel Klitzing is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from August 2008; the most recent is Texas, in May 2010.
- IllinoisSince 28 August 2008
- MissouriSince 28 August 2008
- TexasResidentSince 24 May 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 31 | Futures Managed Funds Examination | 21 December 2007 |
| Series 66 | Uniform Combined State Law Examination | 30 June 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 October 2004 |
| Series 7 | General Securities Representative Examination | 23 September 2004 |
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Nathaniel William Klitzing
- CRD
- 4658345
- Firm
- Cambridge Capital Management · CRD 110932
- Role
- Managing Member and Chief Compliance Officer
- Office
- 781 Sunset Blvd, SUITE 100, O'Fallon, IL 62269
- Registration
- Investment adviser registration
- In the industry since
- July 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- camcapmgt.com
Where does Nathaniel Klitzing work?
Nathaniel Klitzing has been Managing Member and Chief Compliance Officer of Cambridge Capital Management, LLC since January 2011, and is a control person of the firm.
Is Nathaniel Klitzing a financial advisor?
Yes. Nathaniel Klitzing has a current investment-adviser registration in Illinois, Missouri and Texas, through Cambridge Capital Management since August 2008.
How many years of experience does Nathaniel Klitzing have?
Nathaniel Klitzing has 20 years in the financial industry, since July 2006, across 2 adviser firms.
What exams has Nathaniel Klitzing passed?
Nathaniel Klitzing has passed 4 licensing exams: the Series 7, Series 63, Series 66 and Series 31. The earliest, the Series 7, was passed in September 2004.
Where did Nathaniel Klitzing work before Cambridge Capital Management?
Before Cambridge Capital Management, Nathaniel Klitzing was registered through Morgan Keegan & Company, Inc., July 2006 to August 2008.
Where is Nathaniel Klitzing based?
Nathaniel Klitzing’s registered office is in O'Fallon, IL.
Is Nathaniel Klitzing registered with FINRA?
No. Nathaniel Klitzing has no current broker registration.
Is Nathaniel Klitzing a CFP?
Cambridge Capital Management lists Nathaniel Klitzing with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Nathaniel W. Klitzing, CFP® biography, camcapmgt.com
How can I verify Nathaniel Klitzing’s record?
Search CRD 4658345 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nathaniel Klitzing’s full registration record.