Kleinhenz & Associates, Ltd.

Kleinhenz & Associates, Ltd. (CRD# 146015) is a financial advisory firm headquartered in , . They manage $153,709,752 in 220 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.kleinhenzwealth.com/
By the Numbers
  • Total Assets Under Management
    154
    MILLION
  • Total Number of Accounts
    220
    ACCOUNTS
  • Average Account Value
    $698,681
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, OH

Financial Advisors at Kleinhenz & Associates, Ltd.
Showing 1 - 3 of 3 top financial advisors.
1
John Kleinhenz, financial advisor Cleveland Heights OH
John E. Kleinhenz
CRD#: 5106950
Cleveland Heights, OH

John Kleinhenz (CRD# 5106950) is an Investment Advisor Representative working at Kleinhenz & Associates, Ltd. in Cleveland Heights, OH and has over 17 years of experience in the finance industry.

2
Karen Kleinhenz, financial advisor Cleveland Heights OH
Karen R. Kleinhenz
CRD#: 4068048
Cleveland Heights, OH

Karen Kleinhenz (CRD# 4068048) is an Investment Advisor Representative working at Kleinhenz & Associates, Ltd. in Cleveland Heights, OH and has over 19 years of experience in the finance industry.

3
Joanna Olson, financial advisor Avon OH
Joanna E. Olson
CRD#: 5504115
Avon, OH

Joanna Olson (CRD# 5504115) is an Investment Advisor Representative working at Kleinhenz & Associates, Ltd. in Avon, OH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals