Kevin Kluesner, financial advisor Sartell MN
93 score

Kevin Kluesner

CRD Number: 1122653
Current Firm: Ledge Wealth

Kevin Kluesner (CRD# 1122653) is an Investment Advisor Representative working at Ledge Wealth in Sartell, MN and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Securities Service Network, Inc. Knoxville, TN Apr 2017 - Current 1
Ledge Wealth Sartell, MN Apr 2017 - Current 1
Lpl Financial St. Joseph, MN May 2008 - Apr 2017 8
Kluesner Financial Saint Joseph, MN Sep 2001 - Apr 2017 15
Financialnetwork Minneapolis, MN Jun 2001 - May 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1983
S65 NASAA Investment Advisors Law Examination Jan 1998
Contact Info for Kevin J. Kluesner
Phone Number: 320-281-3203
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    182
    MILLIONS
  • Total Number of Accounts
    501
    ACCOUNTS
  • Average Account Value
    $363,831
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MN, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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