Kevin Kloeckl (CRD# 4296977) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Little Falls, MN and has over 23 years of experience in the finance industry.
CRD# 4207020
Dakota Wealth, LLC
CRD# 1950076
Wealth Enhancement Advisory Services, LLC
CRD# 3229769
Dakota Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Usa Financial Securities | Ada, MI | Jul 2018 - Current | 5 |
| Invest Financial Solutions | Little Falls, MN | Mar 2001 - Current | 23 |
| Voya Financial Advisors | Little Falls, MN | Sep 2014 - Jul 2018 | 3 |
| Ing Financial Partners | Little Falls, MN | Oct 2007 - Sep 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2001 |
- MN
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Total Assets Under Management269MILLIONS
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Total Number of Accounts1,395ACCOUNTS
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Average Account Value$192,611
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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