Michael
Klepper
Axos Invest, Inc
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About this Advisor
Michael Klepper is a financial advisor working in San Diego, California, with 2 years of industry experience. Klepper is on the advisory team at Axos Invest, Inc. During their career, the advisor has held roles at Linsco Private Ledger, Poway Unified School District, San Diego State University, Ameriprise Financial Services, Inc and Axos Bank. Klepper maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Axos Invest, Inc is an advisory business that has its headquarters in Las Vegas, NV. The firm has a total of 11 advisors. It controls $155 million in assets between its 22,991 customer accounts, making it one of the mid-sized firms in the country by assets under management. Axos Invest, Inc offers portfolio management for individuals and small businesses. A financial advisor's fee schedules usually are based on which services are offered. Fee types charged by Axos Invest, Inc most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Axos Invest, Inc Brokerage Details
$154,517,399
11
22,991
$6,721
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Michael Klepper Work History
Michael has been registered as a financial advisor for 2 years.*
Axos Bank
Ameriprise Financial Services, Inc
Poway Unified School District
San Diego State University
Linsco Private Ledger
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Klepper to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Axos Invest, Inc
Las Vegas, NV
Las Vegas, NV
Las Vegas, NV
Las Vegas, NV
Las Vegas, NV
San Diego, CA
Las Vegas, NV
Las Vegas, NV
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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