Theodore Kaplan, financial advisor Farmington CT

Theodore Kaplan

CRD Number: 1063188
Current Firm: Mjp Wealth Advisors

Theodore Kaplan (CRD# 1063188) is an Investment Advisor Representative working at Mjp Wealth Advisors in Farmington, CT and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Arete Wealth Management LLC Chicago, IL Mar 2018 - Current 6
Mjp Wealth Advisors Farmington, CT Dec 2010 - Current 13
Kaplan Insurance Group, LLC West Hartford, CT May 2005 - Current 18
Royal Alliance Associates, Inc. Farmington, CT Jan 2006 - Mar 2018 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1996
S65 NASAA Investment Advisors Law Examination Dec 2010
Contact Info for Theodore N. Kaplan
Phone Number: 860-677-7755
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    1,057
    MILLIONS
  • Total Number of Accounts
    2,782
    ACCOUNTS
  • Average Account Value
    $379,809
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)
  • Other
Types of Clients
Registered States

CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, NC, NE, NH, NJ, NY, PA, RI, SC, TN, TX, VA, VT

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