Aaron Klemm is a CFP-designated registered investment advisor, based in Grand Rapids, MI, with 15 years of industry experience.
Location
1100 4 Mile Road NW, Suite E, Grand Rapids, MI, 49544
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Regulatory 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.
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Aaron is involved with Inflection Point Wealth Management LLC, an investment-related activity, dedicating nearly all of his time to it.
Employment History
Current Registrations
Ifp Securities, LLCBroker
May 2019 - Present · 6 yrs 11 mos
Independent Financial Partners
January 2017 - Present · 9 yrs 3 mos
Previous Registrations
LPL Financial LLCBroker
January 2017 - May 2019 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2010 - January 2017 · 6 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2010 - January 2017 · 6 yrs 5 mos
State Registrations5 states
CTFLMITNWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.