Alexander Klaas (CRD# 6342154) is an Investment Advisor Representative working at Gladstone Wealth Partners in Boca Raton, FL and has over 7 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial, LLC | Schaumburg, IL | Jun 2021 - Current | 2 |
Gladstone Wealth Partners | Schaumburg, IL | Jun 2021 - Current | 2 |
Ubs Financial Services | Barrington, IL | Jun 2016 - Jun 2021 | 5 |
Ubs Financial Services | Barrington, IL | May 2015 - Jul 2016 | 1 |
Oklahoma State University | Stillwater, OK | Aug 2012 - May 2016 | 3 |
Oklahoma State University Cdl | Stillwater, OK | Sep 2012 - May 2015 | 2 |
Ubs Financial Services | Barrington, IL | May 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2016 |
- IL
- TX
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Total Assets Under Management4,004MILLIONS
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Total Number of Accounts15,270ACCOUNTS
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Average Account Value$262,205
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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