Brad KlontzCRD Number: 6256625
Current Firm: Occidental Asset Management, LLC
Brad Klontz (CRD# 6256625) is an Investment Advisor Representative working at Occidental Asset Management, LLC in Lihue, HI and has 1 year of experience in the finance industry. Brad Klontz 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.
Aegis Capital Management, Inc.
State Farm Investment Management Corp.
Retirement Wealth Advisors, Inc.
|Coastal Clinics, Inc.||Kapaa, HI||Oct 2000 - Current||17|
|Personal Financial Consultants, Inc.||Lihue, HI||Oct 2011 - Oct 2013||2|
Total Assets Under Management270MILLIONS
Total Number of Accounts600ACCOUNTS
Average Account Value$450,000
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, HI, TX, WA