Klingshirn Investment Advisors, LLC

Klingshirn Investment Advisors, LLC (CRD# 146840) is a financial advisory firm headquartered in Medina, OH. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Klingshirn Investment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
Kent M. Klingshirn
CRD#: 5515744
P.O. Box 272, Medina, OH 44256

Kent Klingshirn (CRD# 5515744) is an Investment Advisor Representative working at Klingshirn Investment Advisors, LLC in Medina, OH and has over 16 years of experience in the insurance / finance industry.

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