Peter Klingelhofer, financial advisor Columbus OH

Peter Klingelhofer

CRD Number: 6434878
Current Firm: Wealthstone Advisors

Peter Klingelhofer (CRD# 6434878) is an Investment Advisor Representative working at Wealthstone Advisors in Columbus, OH and has over 5 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Wealthstone Advisors Columbus, OH Mar 2020 - Current < 1
J.p. Morgan Institutional Investments Inc. Columbus, OH Apr 2015 - Feb 2020 4
Jpmorgan Investment Management Inc. Columbus, OH Apr 2015 - Feb 2020 4
Heartland Advisors Milwaukee, WI Aug 2014 - Mar 2015 < 1
Ohio State Teachers Ret. System Columbus, OH Jan 1997 - Aug 2014 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2015
Contact Info for Peter E. Klingelhofer
Phone Number: 614-267-2600
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    881
    MILLIONS
  • Total Number of Accounts
    911
    ACCOUNTS
  • Average Account Value
    $966,578
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, GA, LA, MI, NC, NE, NY, OH, SC, TX, VA

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