linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Klaus Spielkamp

Itau International Securities Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Klaus? Claim Your Profile

About Klaus Spielkamp

Klaus Spielkamp is a registered investment advisor representative with Itau International Securities Inc.. Klaus has been in the industry for over 20 years. Klaus has been with Itau International Securities Inc. since March of 2024. Prior to that, Klaus was employed by XP Investments US, LLC. Klaus has a Series 7, Series 63, Series 24 and Series 4. Klaus provides financial planning and portfolio management services for individuals and pooled investment vehicles.

Firm Information

Klaus Spielkamp is currently registered with Itau International Securities Inc.. Itau International Securities Inc. is a corporation registered with the SEC and in five states. Founded in 2007, the firm provides investment advisory services for individuals, pooled investment vehicles, and businesses. They offer portfolio management services and operate a wrap fee program. Itau International Securities Inc. manages approximately $59,632,307 in regulatory assets under management for 31 clients, including 14 high-net-worth individuals and 13 corporations.

$59.63M

Assets Under Management

Not reported

Total Clients

36

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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

family office services

Family office services

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.

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Klaus Spielkamp’s Registration & Firm History

FL

04/18/2024 - Present

Itau International Securities Inc. (MIAMI FL)

FL

06/22/2022 - 04/04/2024

XP INVESTMENTS US, LLC (MIAMI FL)

FL

04/02/2009 - 05/03/2022

BULLTICK, LLC (Miami FL)

FL

11/02/2006 - 09/19/2014

BULLTICK SECURITIES, LLC (MIAMI FL)

FL

10/22/2004 - 09/25/2008

BULLTICK, LLC (MIAMI FL)

Not sure if Klaus Spielkamp is right for you?

Licenses & Designations

IA

Issued 08/12/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/05/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/22/2017

Series 24 - General Securities Principal Examination

BC

Issued 11/01/2007

Series 4 - Registered Options Principal Examination

BC

Issued 05/07/2024

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/07/2005

Series 3 - National Commodity Futures Examination

BC

Issued 07/23/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Klaus Spielkamp.
Not sure if Klaus Spielkamp is right for you?