Matthew Kleiman (CRD# 6513426) is an Investment Advisor Representative working at Wealthspire Advisors in Delafield, WI and has over 6 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6289332
Annex Wealth Management, LLC
CRD# 6834039
Francis LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Wealthspire Advisors | Delafield, WI | Feb 2022 - Current | 2 |
Development Corporation For Israel | Milwaukee, WI | Mar 2017 - Feb 2022 | 4 |
Robert W. Baird | Milwaukee, WI | Aug 2016 - Mar 2017 | < 1 |
Northwestern Mutual | Milwaukee, WI | Jun 2015 - Jun 2016 | 1 |
Safer And Stein Pc | Milwaukee, WI | Aug 2014 - Apr 2015 | < 1 |
Loyola Business Law Clinic | Chicago, IL | Jan 2014 - May 2014 | < 1 |
Loyola University Chicago School Of Law | Chicago, IL | Aug 2011 - May 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2017 |
S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- WI
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Total Assets Under Management18,872MILLIONS
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Total Number of Accounts7,156ACCOUNTS
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Average Account Value$2,637,281
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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