Jeffrey KleinCRD Number: 4465043
Current Firm: Strategic Wealth Advisors Group
Jeffrey Klein (CRD# 4465043) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Bend, OR and has over 15 years of experience in the finance industry.
Sheppard Wealth Management, LLC
Lpl Financial LLC
Capstone Wealth Management Group, LLC
|Strategic Wealth Advisors Group||San Mateo, CA||May 2015 - Current||2|
|Lpl Financial||Bend, OR||May 2015 - Current||2|
|Wells Fargo Advisors LLC||Bend, OR||May 2009 - May 2015||6|
|Wachovia Securities, LLC||Bend, OR||Feb 2008 - May 2009||1|
|Rbc Dain Rauscher Inc.||Bend, OR||Oct 2001 - Feb 2008||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2001|
Total Assets Under Management1,312MILLIONS
Total Number of Accounts7,978ACCOUNTS
Average Account Value$164,430
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, LA, MD, MI, NC, NH, NM, NV, NY, OH, OK, OR, PA, TX, UT, VA, VT, WA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.