Kevin Kleinfelter, financial advisor Lebanon PA
96 score

Kevin Kleinfelter

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Kevin S. Kleinfelter
Phone Number: 800-235-7637
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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