Kevin Klein, financial advisor Urbandale IA

Kevin Klein

CRD Number: 2128175
Current Firm: Lis Inc.

Kevin Klein (CRD# 2128175) is an Investment Advisor Representative working at Lis Inc. in Urbandale, IA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Lifestyles Investment Strategies Urbandale, IA Sep 2017 - Current 4
Ria Advisory Group Ankeny, IA Mar 2014 - Sep 2017 3
Nw Wealth Management Ankeny, IA Sep 2010 - Mar 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1991
S65 NASAA Investment Advisors Law Examination May 2006
Contact Info for Kevin K. Klein
Phone Number: 5152106614
Registered State(s):
  • IA
Current Firm Details
Lis Inc.
Firm's CRD Number: 289168
By the Numbers
  • Total Assets Under Management
    28
    MILLIONS
  • Total Number of Accounts
    101
    ACCOUNTS
  • Average Account Value
    $280,992
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IA

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