Dennis Klimes, financial advisor Bloomfield Hills MI

Dennis Klimes

CRD Number: 2270322
Current Firm: Clearwater Advisors, LLC

Dennis Klimes (CRD# 2270322) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Bloomfield Hills, MI and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Clearwater Advisors Kirkland, WA Sep 2021 - Current 2
Bank Of America N.a. Seattle, WA Aug 2020 - Sep 2021 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle, WA Jul 2020 - Sep 2021 1
Unemployed Kirkland, WA Oct 2019 - Jun 2020 < 1
Prime Advisors, Inc. Redmond, WA Jan 2015 - Sep 2019 4
Morgan Stanley Smith Barney Seattle, WA Jun 2009 - Dec 2014 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 1993
S66 NASAA Uniform Combined State Law Examination Oct 2020
S63 Uniform Securities State Law Examination Sep 2020
Contact Info for Dennis R. Klimes
Phone Number: 208-433-1222
Registered State(s):
  • CA
  • ID
  • MI
  • WA
By the Numbers
  • Total Assets Under Management
    3,798
    MILLIONS
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $48,688,717
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA, ID, MI, OR, WA

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