Vickie Klepper, financial advisor Atlanta GA

Vickie Klepper

CRD Number: 5357212
Current Firm: Creative Financial Partners

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.

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Professional Designations
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

Vickie Klepper has no recent exams reported.
Contact Info for Vickie A. Klepper
Phone Number: 770-651-8284
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States


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