Andrea Klipfel (CRD# 4618630) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Paso Robles, CA and has over 21 years of experience in the finance industry.
CRD# 6342307
San Luis Wealth Advisors
CRD# 6095912
San Luis Wealth Advisors
CRD# 4870401
Jeffery C. Welch And Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Grove Point Investments LLC | Rockville, MD | Mar 2023 - Current | 1 |
| Grove Point Advisors LLC | Rockville, MD | Mar 2023 - Current | 1 |
| Zentegrity Yoga Therapies, LLC | Paso Robles, CA | Jun 2022 - Current | 1 |
| Kennedy Club Fitness In Paso Robles | Paso Robles, CA | Jun 2022 - Current | 1 |
| Independent Financial Group | Paso Robles, CA | Nov 2019 - Mar 2023 | 3 |
| Lpl Financial LLC | Paso Robles, CA | Sep 2016 - Nov 2019 | 3 |
| Wells Fargo Advisors Financial Network, LLC | Paso Robles, CA | Mar 2013 - Sep 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management2,360MILLIONS
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Total Number of Accounts9,920ACCOUNTS
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Average Account Value$237,890
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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- Educational seminars/workshops
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