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Andrew John Klinker

29 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
151 advisors
Number of Clients
9,767 clients
Average Client Portfolio
$254K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$10K
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Location

Hoagland, IN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Andrew is an agent/representative for Wealth Management Group, doing business as an insurance and securities sales agent through CFD Investments, Inc. He is also an Investment Adviser Representative at Creative Financial Designs, Inc.

Employment History
Current Registrations
Creative Financial Designs, INC.
February 2005 - Present · 21 yrs
Cfd Investments, INC.Broker
February 2005 - Present · 21 yrs
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
September 2002 - February 2005 · 2 yrs 5 mos
Wachovia Securities, INC.
June 2001 - October 2002 · 1 yr 4 mos
Wachovia Securities, INC.Broker
May 2001 - October 2002 · 1 yr 5 mos
UBS Painewebber INC.Broker
May 1997 - May 2001 · 4 yrs
Lincoln Financial Advisors CorporationBroker
July 1996 - May 1997 · 10 mos
The Lincoln National Life Insurance CompanyBroker
July 1996 - May 1997 · 10 mos
State Registrations5 states
GAINKSOHVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.