Kenneth KleinCRD Number: 4622736
Current Firm: Capital Asset Advisory Services, LLC
Kenneth Klein (CRD# 4622736) is an Investment Advisor Representative working at Capital Asset Advisory Services, LLC in Haslett, MI and has over 7 years of experience in the finance industry.
Commonwealth Financial Network
Ryzome Investment Advisors
|Capital Asset Advisory Services, LLC||Haslett, MI||Jun 2012 - Current||5|
|Northbrook Investment Management, LLC||Okemos, MI||Apr 2002 - Current||15|
|Gallagher, Flintoff & Klein Cpas||Okemos, MI||May 1986 - Current||31|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2010|
Total Assets Under Management1,122MILLIONS
Total Number of Accounts10,016ACCOUNTS
Average Account Value$111,979
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NH, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI
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