William Klinke, financial advisor Houston TX
93 score

William Klinke

CRD Number: 5898582
Current Firm: Total Wealth Partners

William Klinke (CRD# 5898582) is an Investment Advisor Representative working at Total Wealth Partners in Houston, TX and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Twptx, LLC Houston, TX Apr 2017 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Apr 2017 2
Morgan Stanley Houston, TX Oct 2013 - Apr 2017 3
Bank Of America, N.a. Houston, TX Sep 2011 - Oct 2013 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston, TX Feb 2011 - Oct 2013 2
Unemployed Houston, TX Feb 2010 - Feb 2011 1
Steel Trading Corporation Of America Houston, TX Aug 2009 - Feb 2010 < 1
Katy Steel Company Inc. Katy, TX Jul 2005 - Aug 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for William Klinke
Phone Number: (832) 423-3428
Registered State(s):
  • TX
Current Firm Details
Total Wealth Partners
Firm's CRD Number: 287725
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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

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