Brian Klemczak (CRD# 5919834) is an Investment Advisor Representative working at Washington Avenue Advisors in Lansing, MI and has over 10 years of experience in the finance industry. Brian Klemczak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3201611
Cambridge Investment Research Advisors, Inc.
CRD# 5739197
Mml Investors Services, LLC
CRD# 2257195
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Washington Avenue Advisors | Lansing, MI | Feb 2016 - Current | 8 |
| The Centennial Group | Lansing, MI | Sep 2015 - Current | 8 |
| Princor Financial Services Corp | Lansing, MI | Jul 2013 - Current | 10 |
| Principal Life Ins Co | Lansing, MI | Jul 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
- CA
- FL
- IL
- MI
- NC
-
Total Assets Under Management224MILLIONS
-
Total Number of Accounts1,164ACCOUNTS
-
Average Account Value$192,641
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, CO, FL, ID, IL, IN, KS, KY, MI, NC, NE, NH, OH, TX
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