BK
CFP
BK
CFP

Benjamin M Klutenkamper

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
205 advisors
Number of Clients
9,865 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$15.0B

Fee Structure

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Location

10900 Manchester Rd, Suite 100, Kirkwood, MO, 63122

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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 ActivitiesSells Insurance

Benjamin sells fixed insurance through various carriers and offers insurance as a broker or agent through numerous insurance companies. He also works as a tutor for Varsity Tutors, dedicating a few hours per week to tutoring for licenses and CFP.

Employment History
Current Registrations
Summit Financial, LLC
November 2024 - Present · 1 yr 3 mos
Private Client Services, LLCBroker
January 2018 - Present · 8 yrs 1 mo
Previous Registrations
Genex Consulting
February 2019 - March 2025 · 6 yrs 1 mo
Genex Consulting
March 2017 - December 2018 · 1 yr 9 mos
LPL Financial LLC
September 2016 - January 2018 · 1 yr 4 mos
LPL Financial LLCBroker
July 2016 - January 2018 · 1 yr 6 mos
Triad Advisors, INC.Broker
February 2016 - June 2016 · 4 mos
State Registrations1 state
MO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Benjamin M Klutenkamper - Financial Advisor | TrueAdvisor