Cameron Kleinheksel, financial advisor Grand Rapids MI
96 score

Cameron Kleinheksel

CRD Number: 5896419
Current Firm: Plante Moran Financial Advisors

Cameron Kleinheksel (CRD# 5896419) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Grand Rapids, MI and has over 5 years of experience in the finance industry. Cameron Kleinheksel 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
Plante Moran Financial Advisors Grand Rapids, MI Aug 2010 - Current 6
Michigan State University East Lansing, MI Sep 2006 - May 2010 3
Plante Moran Financial Advisors Grand Rapids, MI Jun 2009 - Aug 2009 < 1
Park Township Holland, MI Jun 2008 - Aug 2008 < 1
Park Township Holland, MI Jun 2007 - Aug 2007 < 1
Boatwerk's Restaurant Holland, MI Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2011
Contact Info for Cameron T. Kleinheksel
Phone Number: 248-223-3400
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    12,400
    MILLIONS
  • Total Number of Accounts
    2,465
    ACCOUNTS
  • Average Account Value
    $5,030,475
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AL, AZ, CA, CO, FL, GA, IL, IN, KY, MA, MD, MI, MN, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

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

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