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Michael Klepper

Axos Invest, Inc.

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About Michael Klepper

Michael Klepper is a financial professional with over 15 years of experience in the industry. Michael currently holds a position at Axos Invest, Inc., based in San Diego, CA, where Michael is registered as a Registered Representative. Michael has worked in various roles in the financial services industry, including at Ameriprise Financial Services, LLC and LPL Financial LLC.

Firm Information

Michael Klepper is currently registered with Axos Invest, Inc.. Axos Invest, Inc. is an investment advisor headquartered in LAS VEGAS, NV. The firm provides portfolio management for individuals. They have approximately $143 million in regulatory assets under management and advise 18,834 accounts. Axos Invest, Inc. is registered with the SEC and has a SEC Number of 801-79951.
Axos Invest, Inc.

9205 W RUSSELL ROAD

LAS VEGAS, NV 89148

$143.03M

Assets Under Management

Not reported

Total Clients

13

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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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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Michael Klepper’s Registration & Firm History

CA

01/01/2025 - Present

Axos Invest, Inc. (San Diego CA)

CA

02/14/2019 - 09/02/2020

AMERIPRISE FINANCIAL SERVICES, LLC (San Diego CA)

CA

12/15/2006 - 06/27/2017

LPL FINANCIAL LLC (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 09/04/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/11/2022

Series 27 - Financial and Operations Principal Examination

BC

Issued 03/21/2014

Series 53 - Municipal Securities Principal Examination

BC

Issued 08/25/2011

Series 4 - Registered Options Principal Examination

BC

Issued 03/24/2011

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 06/27/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Klepper.
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