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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Francis Klug is an Investment Advisor Representative and a Registered Representative with Osaic Wealth, Inc., and has been in the industry since July 27, 2014. Leslie is registered with the Securities and Exchange Commission (SEC) and has a Series 6, Series 63, Series 65 and SIE license. Leslie is a licensed Life Insurance Agent and has experience as a Controller, Treasurer, and bookkeeper for several companies. Leslie's clients include high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Leslie provides financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
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.
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.
1
2
KS
01/19/2024 - Present
Osaic Wealth, Inc. (Great Bend KS)
KS
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Great Bend KS)
KS
07/28/2014 - 03/01/2019
QUESTAR CAPITAL CORPORATION (Great Bend KS)
IA
Issued 06/24/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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