Brently KlontzCRD Number: 6104185
Current Firm: Cambridge Investment Research Advisors, Inc.
Brently Klontz (CRD# 6104185) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Tempe, AZ and has over 5 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Barnes Investment Advisory Inc.
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Sep 2017 - Current||< 1|
|Cambridge Investment Research, Inc.||Fairfield, IA||Sep 2017 - Current||< 1|
|Next Financial Grou P Inc.||Phoenix, AZ||Oct 2012 - Aug 2017||4|
|Next Financial Group Inc.||Phoenix, AZ||Jul 2012 - Oct 2012||< 1|
|Iq Vending Ll||Phoenix, AZ||May 2012 - Jun 2012||< 1|
|Camelbeck Bible Church||Paradise Valley, AZ||May 2007 - May 2012||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
- Financial Issue
Total Assets Under Management28,722MILLIONS
Total Number of Accounts168,526ACCOUNTS
Average Account Value$170,429
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, WY