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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Michael Klopfenstein is a financial advisor with Cresset Asset Management, LLC. John Michael has over 20 years of experience in the financial services industry. John Michael is a Chartered Financial Analyst and holds registrations in Colorado, Florida, and Illinois. John Michael is committed to providing his clients with personalized financial advice and investment management services. John Michael is also actively involved in the community, serving as Vice President on the Board of Directors for the Samuel L. Asbury Foundation.
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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
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FL
11/15/2022 - Present
Cresset Asset Management, LLC (WEST PALM BEACH FL)
Active
Inactive
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