Anthony Klingseisen (CRD# 4993615) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Jupiter, FL and has over 17 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5575170
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cadaret, Grant & Company, Inc. | Jupiter, FL | Apr 2023 - Current | 1 |
| Equitable Advisors, LLC | New York, NY | Feb 2018 - Apr 2023 | 5 |
| Axa Advisors, LLC | New York, NY | Feb 2018 - Jun 2020 | 2 |
| Questar Capital Corporation | Minneapolis, MN | Nov 2014 - Feb 2018 | 3 |
| Questar Asset Management | Minneapolis, MN | Nov 2014 - Feb 2018 | 3 |
| Woodbury Financial Services | Coral Springs, FL | Oct 2009 - Nov 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2011 |
- FL
- TX
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Total Assets Under Management6,873MILLIONS
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Total Number of Accounts25,405ACCOUNTS
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Average Account Value$270,550
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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