Szablis Klee
CRD Number: 4146503Current Firm: United Planners' Financial Services Of America A Limited Partner
Szablis Klee (CRD# 4146503) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Rochester, MN and has over 23 years of experience in the finance industry.
CRD# 6867949
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2640465
Thrivent Investment Management Inc.
CRD# 4106244
Choreo, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
United Planners Financial Services | Scottsdale, AZ | Jan 2020 - Current | 4 |
Id/legal Shield | Alda, OK | Nov 2011 - Current | 12 |
Id/legal Shield | Alda, OK | Nov 2011 - Current | 12 |
Full Circle Financial | Rochester, MN | Jan 2008 - Current | 16 |
Szablis Klee Fixed Insurance Sales | Rochester, MN | May 2000 - Current | 23 |
Proequities, Inc. | Rochester, MN | Nov 2011 - Jan 2020 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2000 |
- MN
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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