Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Klemme is a financial advisor who has been in the industry since 1996. Leo is currently registered with Avantax Advisory Services and has been with the firm since 2020. Leo has experience working with individuals, corporations, and pension and profit-sharing plans. Leo is committed to providing clients with personalized financial advice and guidance.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
IN
06/29/2020 - Present
Avantax Advisory Services (Lafayette IN)
IN
07/18/1996 - 05/29/2020
CETERA FINANCIAL SPECIALISTS LLC (LAFAYETTE IN)
CT
05/07/1996 - 07/22/1996
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
BC
Issued 05/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/06/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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