Aaron Klemm (CRD# 5621542) is an Investment Advisor Representative working at Independent Financial Partners in Grand Rapids, MI and has over 13 years of experience in the finance industry. Aaron Klemm has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ifp Securities, LLC | Grand Rapids, MI | May 2019 - Current | 4 |
| Independent Financial Partners | Grand Rapids, MI | Jan 2017 - Current | 7 |
| Lpl Financial LLC | Grand Rapids, MI | Jan 2017 - May 2019 | 2 |
| Bank Of America, N.a. | Grand Rapids, MI | Aug 2011 - Jan 2017 | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Rapids, MI | Sep 2009 - Jan 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2010 |
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- MI
- NJ
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Total Assets Under Management9,761MILLIONS
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Total Number of Accounts37,391ACCOUNTS
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Average Account Value$261,062
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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