Stephan Klaffke (CRD# 2320451) is an Investment Advisor Representative working at Keene & Dorchak in San Antonio, TX and has 1 year of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Usaa Investment Management Company | San Antonio, TX | Sep 2012 - May 2017 | 4 |
- TX
-
Total Assets Under Management173MILLIONS
-
Total Number of Accounts317ACCOUNTS
-
Average Account Value$546,990
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AR, CA, NE, NV, NY, TX
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