Aaron Klemm, financial advisor Grand Rapids MI
93 score

Aaron Klemm

CRD Number: 5621542
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Aaron Klemm (CRD# 5621542) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grand Rapids, MI and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Grand Rapids, MI Aug 2011 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Rapids, MI Sep 2009 - Current 7
Grand Valley State University Grand Rapids, MI Aug 2007 - Sep 2009 2
Ludington Hs/middle School Ludington, MI Aug 1999 - Aug 2007 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2010
Contact Info for Aaron M. Klemm
Phone Number: 800-637-7455
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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