Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristoffer? Claim Your ProfileKristoffer Klingelhoeffer is an Investment Advisor Representative with Exencial Wealth Advisors. Kristoffer has been a registered investment advisor representative since October 2013. Kristoffer holds the Series 63, 66, 7, 9, and 10 securities licenses. Kristoffer is also a Certified Financial Planner and Chartered Financial Analyst. Kristoffer has experience working with high-net-worth individuals, corporations, charitable organizations, and pension plans.
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.
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.
General consulting
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.
Revenue sharing arrangement
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2
OK
11/27/2019 - Present
Exencial Wealth Advisors (OKLAHOMA CITY OK)
TX
10/16/2013 - 11/12/2019
CHARLES SCHWAB & CO., INC. (Austin TX)
BOTH
Issued 04/07/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/15/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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