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Brian Josef Kleinertz

PNC Investments

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About Brian Josef Kleinertz

Brian Josef Kleinertz is a financial advisor with over 20 years of experience in the financial services industry. Brian currently works with PNC Investments, a firm with headquarters in Pittsburgh, Pennsylvania, where Brian is registered as an Investment Advisor Representative. Brian has previously held positions at U.S. BANCORP INVESTMENTS, INC., CITISTREET EQUITIES LLC, WADDELL & REED, INC., and AMERICAN EXPRESS FINANCIAL ADVISORS INC.. Brian holds a Series 66 license and has passed the SIE and Series 7 exams.

Firm Information

Brian Kleinertz is currently registered with PNC Investments. PNC Investments, a Limited Liability Company formed in 2003, provides investment advisory services across the United States. They manage a wide range of client assets, including those of individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and churches. PNC Investments offers portfolio management services for individuals and businesses, as well as selection of other advisors. They also participate in wrap fee programs.
PNC Investments

300 FIFTH AVENUE

PITTSBURGH, PA 15222-2722

$23.90B

Assets Under Management

Not reported

Total Clients

1,112

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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Brian Kleinertz’s Registration & Firm History

IL

05/28/2010 - Present

PNC Investments (SPRINGFIELD IL)

IL

10/08/2002 - 05/14/2010

U.S. BANCORP INVESTMENTS, INC. (NORMAL IL)

NJ

12/12/2001 - 10/01/2002

CITISTREET EQUITIES LLC (SOMERSET NJ)

KS

07/03/2001 - 12/19/2001

WADDELL & REED, INC. (OVERLAND PARK KS)

MN

07/03/2000 - 12/08/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/03/2000 - 12/08/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 08/14/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/29/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Josef Kleinertz.
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