David Klepeisz (CRD# 5609018) is an Investment Advisor Representative working at Accruent Wealth Advisors in Winston Salem, NC and has over 9 years of experience in the finance industry.
CRD# 1821508
Ubs Financial Services Inc.
CRD# 6683568
Principal Securities, Inc.
CRD# 1868078
Cgn Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Management Group, Inc. | Winston-salem, NC | Jul 2015 - Current | 8 |
| Ameriprise Financial Services, Inc. | Glen Allen, VA | Aug 2014 - Apr 2015 | < 1 |
| Virginia Tech | Blacksburg, VA | Aug 2009 - Jun 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2015 |
- NC
- TX
-
Total Assets Under Management145MILLIONS
-
Total Number of Accounts553ACCOUNTS
-
Average Account Value$261,714
- 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
NC, TX
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