Vickie Klepper (CRD# 5357212) is an Investment Advisor Representative working at Creative Financial Partners in Atlanta, GA and has 1 year of experience in the finance industry. Vickie Klepper has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creative Financial Partners, Inc. | Atlanta, GA | Nov 2021 - Current | 2 |
| Na | Austin, TX | Jul 2021 - Nov 2021 | < 1 |
| Creative Money, Inc. | Seattle, WA | Jul 2021 - Jul 2021 | < 1 |
| Na | Austin, TX | Jan 2021 - Jul 2021 | < 1 |
| Harrell Investment Partners | Austin, TX | Apr 2020 - Jan 2021 | < 1 |
| Asset Management Advisors | Houston, TX | Mar 2019 - Mar 2020 | 1 |
| Aspiriant | Austin, TX | Jan 2019 - Mar 2020 | 1 |
| Na | Austin, TX | Sep 2018 - Jan 2019 | < 1 |
| Terry Mcdaniel & Co Investment Counsel | Austin, TX | Jul 2017 - Sep 2018 | 1 |
| Fmp Wealth Advisers | Austin, TX | Aug 2013 - Jul 2017 | 3 |
- GA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
GA, TX
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