Ronald Klenke, financial advisor Saint Charles MO
83 score

Ronald Klenke

CRD Number: 1913241
Current Firm: Cambridge Investment Research Advisors, Inc.

Ronald Klenke (CRD# 1913241) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Saint Charles, MO and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Jun 2012 - Current 4
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jun 2012 - Current 4
Coop Ins Agency, Inc. San Diego, CA May 2004 - Current 12
Minnesota Life St. Paul, MN Sep 1994 - Current 22
Sunset Financial Kansas City, MO Nov 2011 - Jun 2012 < 1
Sunset Financial Services Kansas City, MO Oct 2011 - Jun 2012 < 1
Cambridge Investment Research, Inc. Fairfield, IA May 2010 - Oct 2011 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA May 2010 - Oct 2011 1
Securian Financial Services, Inc. St. Paul, MN Oct 2001 - May 2010 8
Securian Financial Services, Inc. St. Paul, MN Sep 1994 - Apr 2010 15
Renaissance Financial Corporation St. Louis, MO Sep 1994 - Apr 2010 15
R.f. Brokerage St. Louis, MO Sep 1994 - Apr 2010 15
Usa Mortgage St Louis, MO Jul 2005 - Feb 2008 2
R.f. Corporate Education St. Louis, MO Sep 1994 - Dec 2007 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1989
S65 NASAA Investment Advisors Law Examination Jul 2001
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Ronald W. Klenke
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
83

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