Andrew KlindtCRD Number: 5905595
Current Firm: Strategic Advisers, Inc.
Andrew Klindt (CRD# 5905595) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 6 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Investments||Salt Lake City, UT||Mar 2011 - Current||6|
|Fidelity Investments||Salt Lake City, UT||Mar 2010 - Mar 2011||1|
|Veritude||Salt Lake City, UT||Sep 2009 - Mar 2010||< 1|
|Salt Lake Community College||West Jordan, UT||Sep 2007 - Dec 2009||2|
|America First Federal Credit Union||West Jordan, UT||Oct 2007 - Sep 2009||1|
|United Parcel Service Of America, Inc.||Salt Lake City, UT||Aug 2007 - Sep 2007||< 1|
|Veritude||Salt Lake City, UT||Feb 2007 - Aug 2007||< 1|
|The Church Of Jesus Christ Of Latter-day Saints||Scarsdale, NY||Feb 2005 - Feb 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2011|
|S66||NASAA Uniform Combined State Law Examination||Apr 2012|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV