Leo Klemme (CRD# 2737946) is an Investment Advisor Representative working at Avantax Advisory Services in Lafayette, IN and has over 27 years of experience in the finance industry.
CRD# 4121340
Lpl Financial LLC
CRD# 3107784
Osaic Wealth, Inc.
CRD# 1447515
Banker Investment Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services, Inc. | Lafayette, IN | Jun 2020 - Current | 3 |
| Avantax Insurance Agency LLC | Lafayette, IN | Jun 2020 - Current | 3 |
| Avantax Advisory Services | Lafayette, IN | Jun 2020 - Current | 3 |
| J & K Z LLC | Lafayette, IN | Apr 2019 - Current | 5 |
| Benjamin Crossing Homeowners Association.inc | Lafayette, IN | Jan 2017 - Current | 7 |
| Firm Land LLC | Lafayette, IN | Mar 2010 - Current | 14 |
| Leo Klemme | Lafayette, IN | Jan 2003 - Current | 21 |
| Kay Lee LLC | Lafayette, IN | Sep 1996 - Current | 27 |
| Klemme & Co,p.c. | Lafayette, IN | Dec 1988 - Current | 35 |
| Klemme & Co Pc | Lafayette, IN | Oct 1988 - Current | 35 |
| Lafayette Area Catholic Schools Foundation Inc. | Lafayette, IN | Jun 1976 - Current | 47 |
| Leo Klemme | West Lafayette, IN | Apr 1976 - Current | 48 |
| United Health Care | Lafayette, IN | Jan 1988 - Aug 2023 | 35 |
| Genworth | West Lafayette, IN | Jan 1988 - Oct 2021 | 33 |
| Mutual Of Omaha | Lafayette, IN | Jan 1988 - Oct 2021 | 33 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Mar 1999 - May 2020 | 21 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Jul 1996 - May 2020 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1996 |
- IN
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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