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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kleist is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC. Brian has been in the industry since 2005 and has a wide range of experience in financial planning, portfolio management, and investment advisory services. Brian is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 6, and Series 66 licenses. Brian also holds the Certified Financial Planner (CFP) designation. Brian has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice. Brian is a licensed advisor in Texas and Wisconsin. In addition to working with individuals, Brian also works with businesses and charitable organizations. Brian is committed to providing his clients with the highest level of service and expertise.
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.
A percentage of the total value of assets under management is charged.
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2
WI
03/03/2017 - Present
Cliftonlarsonallen Wealth Advisors, LLC (Wauwatosa WI)
WI
11/01/2010 - 02/28/2017
RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC (MILWAUKEE WI)
WI
07/09/2009 - 10/29/2010
CHASE INVESTMENT SERVICES CORP. (GERMANTOWN WI)
WI
07/15/2004 - 03/15/2006
WADDELL & REED, INC. (WAUKESHA WI)
BOTH
Issued 01/06/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/08/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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