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Klair Marie Reese

DSG Capital Advisors, LLC

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About Klair Marie Reese

Klair Marie Reese is an active Investment Advisor Representative. Klair Marie is registered with DSG Capital Advisors, LLC in Minnesota. Klair Marie has been in the industry since 2020. Before joining DSG Capital Advisors, LLC, Klair Marie worked at Hightower Securities, LLC. Klair Marie holds the Series 66, Series 7TO, and SIE licenses.

Firm Information

Klair Reese is currently registered with DSG Capital Advisors, LLC. DSG Capital Advisors, LLC is an investment advisor located in Edina, Minnesota. The firm manages approximately $655 million in assets for individuals, high-net-worth individuals, charitable organizations, and pension plans. They provide portfolio management and financial planning services.
DSG Capital Advisors, LLC

7760 FRANCE AVENUE SOUTH

EDINA, MN 55435

$655.13M

Assets Under Management

Not reported

Total Clients

6

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Klair Reese’s Registration & Firm History

MN

08/21/2024 - Present

DSG Capital Advisors, LLC (EDINA MN)

MN

03/12/2020 - 08/16/2024

HIGHTOWER SECURITIES, LLC (Minneapolis MN)

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Licenses & Designations

BOTH

Issued 12/16/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/12/2020

Series 7TO - General Securities Representative Examination

BC

Issued 02/24/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Klair Marie Reese.
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