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.
CRD# 6345321
Edward Jones
CRD# 6851801
Raymond James Financial Services Advisors, Inc.
CRD# 6618059
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Coastal Clinics, Inc. | Kapaa, HI | Oct 2000 - Current | 23 |
- CA
- HI
- WA
-
Total Assets Under Management625MILLIONS
-
Total Number of Accounts1,455ACCOUNTS
-
Average Account Value$429,869
- 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, CO, FL, GA, HI, IN, LA, NM, PA, SC, TX, WA
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