Howard Klieger, financial advisor Highland Park IL

Howard Klieger

CRD Number: 1020955
Current Firm: Walled Lake Planning & Wealth Management, LLC

Howard Klieger (CRD# 1020955) is an Investment Advisor Representative working at Walled Lake Planning & Wealth Management, LLC in Highland Park, IL and has over 42 years of experience in the finance industry.

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Company Name Location Dates Years
Walled Lake Planning & Wealth Management, LLC Chicago, IL Dec 2018 - Current 5
Self-employed Chicago, IL Aug 2018 - Dec 2018 < 1
City National Bank Chicago, IL Aug 2016 - Aug 2018 2
Rbc Capital Markets LLC Chicago, IL Mar 2008 - Aug 2018 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1981
S65 NASAA Investment Advisors Law Examination Sep 1993
Contact Info for Howard R. Klieger
Phone Number: (847) 616-2590
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    557
    MILLIONS
  • Total Number of Accounts
    1,882
    ACCOUNTS
  • Average Account Value
    $295,728
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

CA, CO, FL, IL, NC, NE, NY, TN, TX, WA

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