Vincent Klein (CRD# 6405729) is an Investment Advisor Representative working at Saxony Capital Management, LLC in Chesterfield, MO and has over 9 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Saxony Securities | St. Louis, MO | Jan 2018 - Current | 6 |
| Saxony Capital Management | St. Louis, MO | Jan 2018 - Current | 6 |
| Cvk Properties, LLC | Ballwin, MO | May 2014 - Current | 9 |
| New Perspective Financial, LLC | Chesterfield, MO | Jan 2013 - Current | 11 |
| Motor Transport Alliance | Webster Groves, MO | Jun 2012 - Current | 11 |
| Christ Prince Of Peace Knights Of Columbus Council | Manchester, MO | Jan 2011 - Current | 13 |
| Madison Avenue Securities | San Diego, CA | Apr 2016 - Dec 2017 | 1 |
| Transamerica Financial Advisors, Inc. | Town & Country, MO | Oct 2014 - Apr 2016 | 1 |
| Fox Creek Estates Neighborhood Board Of Directors | Ballwin, MO | Feb 2012 - Apr 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MO
- TX
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Total Assets Under Management239MILLIONS
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Total Number of Accounts1,192ACCOUNTS
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Average Account Value$200,746
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