Brian Klemczak, financial advisor Lansing MI
89 score

Brian Klemczak

CRD Number: 5919834
Current Firm: Principal Securities, Inc.

Brian Klemczak (CRD# 5919834) is an Investment Advisor Representative working at Principal Securities, Inc. in Lansing, MI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Washington Avenue Advisors Lansing, MI Feb 2016 - Current < 1
The Centennial Group Lansing, MI Sep 2015 - Current 1
Princor Financial Services Corp Lansing, MI Jul 2013 - Current 3
Principal Life Ins Co Lansing, MI Jul 2013 - Dec 2015 2
Financial Accounting Services Sterling Heights, MI May 2012 - Jul 2013 1
Edward Jones Canton, MI May 2011 - Apr 2012 < 1
Steinkopf Nursery Farmington Hills, MI May 2010 - Apr 2011 < 1
Breadsmith Livonia, MI Jun 2008 - Apr 2010 1
Unemployed Livonia, MI Mar 2003 - May 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Brian M. Klemczak
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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