Margaret Klokkenga, financial advisor Morton IL

Margaret Klokkenga

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Margaret J. Klokkenga
Phone Number: 314-750-0700
Registered State(s):
  • IL
Current Firm Details
Make A Money Mindshift, LLC
Firm's CRD Number: 312896
By the Numbers
  • Total Assets Under Management
    6
    MILLIONS
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $507,416
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

IL

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