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Yona Klein

Innovation Partners LLC

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About Yona Klein

Yona Klein is a financial advisor at Innovation Partners LLC. Yona has been in the financial services industry since 2003. Yona provides consulting services to qualified retirement plans, financial planning, and portfolio management. Yona has worked at a number of well-known firms in the financial services industry including Lincoln Financial Advisors Corporation and Salomon Smith Barney Inc.

Firm Information

Yona Klein is currently registered with Innovation Partners LLC. Innovation Partners LLC, formed in 2007, is a Limited Liability Company based in Charlotte, NC. The firm provides consulting services to qualified retirement plans, financial planning, pension consulting, and portfolio management for businesses and individuals. They also offer selection of other advisers. Innovation Partners LLC is registered with the SEC and all 50 states.
Innovation Partners LLC

5950 FAIRVIEW ROAD

CHARLOTTE, NC 28210

Not reported

Assets Under Management

Not reported

Total Clients

140

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services to qualified retirement plans

Consulting services to qualified retirement plans

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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other

Recurring fee

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Yona Klein’s Registration & Firm History

NC

05/10/2022 - Present

Innovation Partners LLC (CHARLOTTE NC)

NE

09/12/2019 - 05/06/2022

NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)

NY

11/05/2002 - 11/23/2018

LINCOLN FINANCIAL ADVISORS CORPORATION (RYE BROOK NY)

IN

11/05/2002 - 04/19/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

NY

05/23/2002 - 09/27/2002

SALOMON SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/17/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/22/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Yona Klein.
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