Aaron Klemm, financial advisor Grand Rapids MI
96 score

Aaron Klemm

CRD Number: 5621542
Current Firm: Independent Financial Partners

Aaron Klemm (CRD# 5621542) is an Investment Advisor Representative working at Independent Financial Partners in Grand Rapids, MI and has over 7 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.

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Professional Designations
Company Name Location Dates Years
Independent Financial Partners Grand Rapids, MI Jan 2017 - Current 1
Lpl Financial LLC Grand Rapids, MI Jan 2017 - Current 1
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
Grand Valley State University Grand Rapids, MI Aug 2007 - Sep 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2010
Contact Info for Aaron M. Klemm
Phone Number: 813-341-0960
Registered State(s):
  • CO
  • IL
  • MA
  • NJ
  • OH
  • PA
  • WA
  • FL
  • MI
  • NC
  • SD
By the Numbers
  • Total Assets Under Management
    5,298
    MILLIONS
  • Total Number of Accounts
    30,260
    ACCOUNTS
  • Average Account Value
    $175,078
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Educational seminars/workshops
Types of Clients
Registered States

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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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