Steven Klane, financial advisor Golden Valley MN

Steven Klane

CRD Number: 4705412
Current Firm: Klane Wealth Management, LLC

Steven Klane (CRD# 4705412) is an Investment Advisor Representative working at Klane Wealth Management, LLC in Golden Valley, MN and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Klane & Associates, LLC St. Paul, MN Jan 2006 - Current 18
Klane Wealth Management, LLC St. Paul, MN Jan 2006 - Current 18

Steven Klane has no recent exams reported.
Contact Info for Steven M. Klane
Phone Number: 612-428-1119
Registered State(s):
  • MN
Current Firm Details
Klane Wealth Management, LLC
Firm's CRD Number: 128080
By the Numbers
  • Total Assets Under Management
    51
    MILLIONS
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $970,538
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

MN

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