TrueAdvisor
TrueAdvisor
AK
CFP
AK
CFP

Aaron M Klemm

Independent Financial Partners
15 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
Independent Financial Partners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
300 advisors
Number of Clients
45,782 clients
Average Client Portfolio
$274K average
Assets Under Management
$12.5B

Fee Structure

Location

1100 4 Mile Road NW, Suite E, Grand Rapids, MI, 49544

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History

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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Other Business Activities

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 9 mos
Independent Financial Partners
January 2017 - Present · 9 yrs 1 mo
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 Registrations15 states
COCTFLILINMAMIMONCNJNYOHPATNWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.