John KleemanCRD Number: 1786537
Current Firm: Nationwide Investment Advisors, LLC
John Kleeman (CRD# 1786537) is an Investment Advisor Representative working at Nationwide Investment Advisors, LLC in Columbus, OH and has over 22 years of experience in the finance industry.
Stratos Wealth Partners, Ltd
Shuttleworth & Company
Lpl Financial LLC
|Nationwide Investment Services Corporation||Columbus, OH||Sep 2021 - Current||< 1|
|Self Employed||Denver, CO||Jan 2021 - Sep 2021||< 1|
|Bancwest Investment Services||Denver, CO||Mar 2019 - Dec 2020||1|
|Bank Of The West||Denver, CO||Mar 2019 - Dec 2020||1|
|Fhl Holdings, Ltd.||Greenwood Village, CO||Jan 2015 - Feb 2019||4|
|Lincoln Trust Company||Denver, CO||Jan 2014 - Dec 2014||< 1|
|Eplan Services||Denver, CO||Sep 2006 - Dec 2013||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
|S65||NASAA Investment Advisors Law Examination||Jul 2001|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Total Assets Under Management11,342MILLIONS
Total Number of Accounts226,504ACCOUNTS
Average Account Value$50,074
- A percentage of assets under your management
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, 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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