Brenda Kleiber, financial advisor Sarasota FL
93 score

Brenda Kleiber

CRD Number: 5348507
Current Firm: Robert W. Baird & Company Incorporated

Brenda Kleiber (CRD# 5348507) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Sarasota, FL and has over 7 years of experience in the finance industry.

Similar Advisors
Thomas Roberts, financial advisor Sarasota FL
Thomas F. Roberts
CRD# 5096826
A New Approach Financial Planning
Score
103
Similar Advisors
Carolyn Howard, financial advisor Sarasota FL
Carolyn B. Howard
CRD# 2391466
Seacure Advisors LLC
Score
101
Similar Advisors
Derek Williams, financial advisor Sarasota FL
Derek R. Williams
CRD# 4202594
Williams Wealth Management Group, Inc.
Score
101
Company Name Location Dates Years
Robert W Baird Sarasota, FL Mar 2016 - Current < 1
Morgan Stanley Smith Barney Sarasota, FL Aug 2011 - Feb 2016 4
Merrill Lynch Sarasota, FL May 2007 - Aug 2011 4
Chabad Of Sarasota Sarasota, FL Aug 2006 - May 2007 < 1
Florida Urology Specialists Sarasota, FL Jul 2000 - Aug 2006 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2009
Contact Info for Brenda K. Kleiber
Phone Number: 414-765-3500
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    83,910
    MILLIONS
  • Total Number of Accounts
    90,406
    ACCOUNTS
  • Average Account Value
    $928,144
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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

Ready to hire a financial advisor? Get competitive proposals from Brenda Kleiber and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.