Michel Klus (CRD# 7402970) is an Investment Advisor Representative working at Synergos Capital Management in Dripping Springs, TX and has over 2 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Michel Jaroslav Klus | Dripping Springs, TX | Jun 2021 - Current | 2 |
Na | Dripping Springs, TX | Jan 2021 - Current | 3 |
Transcendent Roofing | Austin, TX | Jan 2020 - Dec 2020 | < 1 |
Rated To Roll | Austin, TX | Mar 2017 - Dec 2019 | 2 |
Texas Permanent School Fund | Austin, TX | Feb 2013 - Feb 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2021 |
- TX
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts3ACCOUNTS
-
Average Account Value$566,599
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
TX
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