International Assets Investment Management, LLC

International Assets Investment Management, LLC (CRD# 144426) is a financial advisory firm headquartered in Orlando, FL. They manage $794,447,256 in 3,348 accounts and serve the financial needs of clients across 47 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    794
    MILLION
  • Total Number of Accounts
    3,348
    ACCOUNTS
  • Average Account Value
    $237,290
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at International Assets Investment Management, LLC
Showing 41 - 50 of 87 top financial advisors.
41
John D. Jensen
CRD#: 4690105
American Fork, UT 84003

John Jensen (CRD# 4690105) is an Investment Advisor Representative working at International Assets Investment Management, LLC in American Fork, UT and has over 16 years of experience in the finance industry.

42
William E. Kaehr
CRD#: 5348390
Orlando, FL 32801

William Kaehr (CRD# 5348390) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 11 years of experience in the finance industry. William Kaehr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

43
Rebecca L. Kangrga
CRD#: 260057
Orlando, FL 32801

Rebecca Kangrga (CRD# 260057) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 38 years of experience in the finance industry.

44
Tadd M. Killpack
CRD#: 4700629
Salt Lake City, UT 84111

Tadd Killpack (CRD# 4700629) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Salt Lake City, UT and has over 16 years of experience in the finance industry.

45
Jerry A. Klusener
CRD#: 2322954
Carthage, MO 64836

Jerry Klusener (CRD# 2322954) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Carthage, MO and has over 26 years of experience in the finance industry. Jerry Klusener has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

46
Aaron M. Knoll
CRD#: 4622606
Orlando, FL 32801

Aaron Knoll (CRD# 4622606) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 8 years of experience in the finance industry.

47
Michael D. Kolacz
CRD#: 2566829
Orlando, FL 32801

Michael Kolacz (CRD# 2566829) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 23 years of experience in the finance industry.

48
Sara J. Lalande
CRD#: 4135506
Orlando, FL 32801

Sara Lalande (CRD# 4135506) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 19 years of experience in the finance industry.

49
Matthew E. Lampman
CRD#: 6132493
Orlando, FL 32801

Matthew Lampman (CRD# 6132493) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 3 years of experience in the finance industry.

50
Stanley L. Leconte
CRD#: 5229788
Ft.lauderdale, FL 33301

Stanley Leconte (CRD# 5229788) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Ft.lauderdale, FL and has over 13 years of experience in the finance industry.

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