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Alex Klingensmith

Intelligence Driven Advisers, LLC

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About Alex Klingensmith

Alex Klingensmith is a financial advisor with over 10 years of experience. Alex currently holds a Series 65 and Series 63 license and is a Certified Financial Planner. Alex is affiliated with Intelligence Driven Advisers, LLC. Previously, Alex was a registered representative at Gradient Securities, LLC and Questar Capital Corporation. Alex offers financial planning, portfolio management for individuals and businesses, and pension consulting services. Alex Klingensmith has a strong track record of helping clients reach their financial goals.

Firm Information

Alex Klingensmith is currently registered with Intelligence Driven Advisers, LLC. Intelligence Driven Advisers, LLC is a Carlsbad, California-based investment advisory firm that provides a range of financial planning, portfolio management, and pension consulting services to high-net-worth individuals, corporations, individuals, charitable organizations, pension and profit-sharing plans, and insurance companies. The firm manages approximately $977,894,615 in assets for over 1,000 clients.
Intelligence Driven Advisers, LLC

2792 GATEWAY ROAD

CARLSBAD, CA 92009

$977.89M

Assets Under Management

76

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alex Klingensmith’s Registration & Firm History

CA

01/03/2019 - Present

Intelligence Driven Advisers, LLC (CARLSBAD CA)

CA

08/21/2012 - 06/19/2014

GRADIENT SECURITIES, LLC (CARLSBAD CA)

CA

10/12/2011 - 08/09/2012

QUESTAR CAPITAL CORPORATION (OCEANSIDE CA)

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Licenses & Designations

IA

Issued 09/13/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/03/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/11/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alex Klingensmith.
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