Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
531 advisors
Number of Clients
26,942 clients
Average Client Portfolio
$395K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:$10K
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Location

3001 E Pershing Blvd, Suite 145, Cheyenne, WY, 82001

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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

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 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2016 - August 2020 · 3 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
September 2016 - August 2020 · 3 yrs 11 mos
State Registrations5 states
AZCACOMOWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.