Richard Klein, financial advisor Orland Park IL
93 score

Richard Klein

CRD Number: 1136359
Current Firm: Global Retirement Partners LLC

Richard Klein (CRD# 1136359) is an Investment Advisor Representative working at Global Retirement Partners LLC in Orland Park, IL and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Orland Park, IL Sep 2014 - Current 2
Global Retirement Partners LLC San Rafael, CA Sep 2014 - Current 2
Financial Telesis Inc. San Rafael, CA Feb 2012 - Current 4
The Horton Group Orland Park, IL Nov 2001 - Current 15
Mps-loria Financial Planners, LLC Burr Ridge, IL Sep 2004 - Feb 2012 7
Loria Financial Group, LLC Burr Ridge, IL Aug 2004 - Feb 2012 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1983
S65 NASAA Investment Advisors Law Examination Dec 1995
Contact Info for Richard L. Klein
Phone Number: 415-526-2751
Registered State(s):
  • DC
  • IL
  • IN
  • MI
  • MO
  • WI
By the Numbers
  • Total Assets Under Management
    18,102
    MILLIONS
  • Total Number of Accounts
    3,121
    ACCOUNTS
  • Average Account Value
    $5,800,177
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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