Margaret KlokkengaCRD Number: 6142605
Current Firm: Make A Money Mindshift, LLC
Margaret Klokkenga (CRD# 6142605) is an Investment Advisor Representative working at Make A Money Mindshift, LLC in Morton, IL and has over 9 years of experience in the finance industry. Margaret Klokkenga 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.
Rp Zeigler Investment Services
Robert W. Baird & Company Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Simple Cfo Solutions||St. Cloud, FL||Dec 2021 - Current||< 1|
|Make A Money Mindshift||Morton, IL||Feb 2021 - Current||< 1|
|Finance Fixx||New York, NY||Jan 2021 - Current||1|
|Hutson Gobble||Webster Groves, MO||Feb 2021 - Dec 2021||< 1|
|Clayton Financial Group, LLC||St. Louis, MO||Aug 2015 - Jan 2021||5|
|Moneta Group Investment Advisers, LLC||Clayton, MO||Sep 2012 - Aug 2015||2|
|Rubin Brown LLP||Clayton, MO||Feb 2004 - Sep 2012||8|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2012|
Total Assets Under Management6MILLIONS
Total Number of Accounts11ACCOUNTS
Average Account Value$507,416
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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