Unclaimed
Andrew Klocke is a registered investment advisor representative with Prairie Capital Management Group, LLC. Andrew has been in the financial services industry since 2004, working previously with UMB FINANCIAL SERVICES, INC., and GEORGE K. BAUM & COMPANY. Andrew holds the Series 66, Series 7, and SIE licenses and has a broad range of experience advising a variety of clients, including individuals, corporations, and charitable organizations. Andrew is a member of the Kansas State University Finance Advisory Board. Andrew is a specialist in a variety of services including portfolio management for individuals and businesses, financial planning, and pension consulting. Andrew is also active in the agriculture industry and is a member of KLOCKE FARMS.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Credit and cash mgmt solutions and insurance solutions
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Revenue sharing frs & eligible credit & cash management solution
1
2
MO
04/20/2021 - Present
Prairie Capital Management Group, LLC (Kansas City MO)
MO
08/06/2010 - 04/01/2021
UMB FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MO
01/09/2004 - 07/30/2010
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
BOTH
Issued 09/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Andrew Klocke is the right advisor for you? Invested Better is here to help.