Kevin KleinfelterCRD Number: 1189308
Current Firm: Prudential Financial Planning Services
Kevin Kleinfelter (CRD# 1189308) is an Investment Advisor Representative working at Prudential Financial Planning Services in Lebanon, PA and has over 32 years of experience in the finance industry.
Ic Advisory Services, Inc.
Rbc Capital Markets, LLC
Thrivent Investment Management Inc.
|Pruco Securities,.llc||Lebanon, PA||Sep 1982 - Current||34|
|Prudential Insurance Company||Lebanon, PA||Sep 1982 - Current||34|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1984|
|S65||NASAA Investment Advisors Law Examination||Aug 2000|
Total Assets Under Management4,930MILLIONS
Total Number of Accounts42,153ACCOUNTS
Average Account Value$116,966
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV