Ashley KlemannCRD Number: 7355505
Current Firm: Wipfli Financial Advisors, LLC
Ashley Klemann (CRD# 7355505) is an Investment Advisor Representative working at Wipfli Financial Advisors, LLC in Minneapolis, MN and has 1 year of experience in the finance industry.
U.s. Bancorp Investments, Inc.
Wells Fargo Clearing Services, LLC
Abens Financial Services Inc.
|Wipfli Financial Advisors, LLC||Minneapolis, MN||Feb 2021 - Current||1|
|American Family Insurance||Eden Prairie, MN||Jun 2017 - Feb 2021||3|
|University Of Wisconsin - Madison||Madison, WI||Sep 2014 - May 2017||2|
|Edina High School||Edina, MN||Sep 2010 - Jun 2014||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management4,979MILLIONS
Total Number of Accounts7,507ACCOUNTS
Average Account Value$663,301
- 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)
AR, AZ, CA, CO, DE, FL, GA, IA, IL, IN, LA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
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