KK
Klinton Krieger
9 Years of Experience
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
531 advisors
Number of Clients
26,942 clients
Average Client Portfolio
$395K average
Assets Under Management
$10.6B
Fee Structure
This firm offers financial planning and portfolio management services. The fees for these services are not listed in this section of the brochure. Contact the firm directly for more information.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningInsurance Planning
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Advisor Information
Office location
3001 E Pershing Blvd, Suite 145, Cheyenne, WY, 82001
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Klinton is a wealth advisor at TCP Asset Management LLC since 2020. He is also an insurance agent selling non-variable insurance since 2017.
Employment History
Current Registrations
Tcp Asset Management, LLC
August 2020 - Present · 5 yrs 5 mos
United Planners' Financial Services of America a Limited Partner Broker
August 2020 - Present · 5 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2016 - August 2020 · 3 yrs 10 mos
Wells Fargo Clearing Services, LLC Broker
September 2016 - August 2020 · 3 yrs 11 mos
State Registrations5 states
AZCACOMOWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.