Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brently? Claim Your ProfileBrently John Klontz is a registered representative and investment advisor representative with Cambridge Investment Research Advisors, Inc.. Brently John Klontz has been in the securities industry for over 10 years. Prior to working at Cambridge, Brently John Klontz worked at NEXT FINANCIAL GROUP, INC. Brently John Klontz is registered in Alabama, Arizona, Missouri, Tennessee and Texas. Brently John Klontz holds a Series 66, Series 7 and SIE licenses. Brently John Klontz also provides advisory services to individuals, businesses, investment companies, and pooled investment vehicles.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
AZ
04/29/2019 - Present
Cambridge Investment Research Advisors, Inc. (Tempe AZ)
AZ
01/01/2013 - 08/29/2017
NEXT FINANCIAL GROUP, INC. (TEMPE AZ)
BOTH
Issued 03/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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