Benjamin
Kleck
Florida Financial Advisors, LLC
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About this Advisor
Benjamin Kleck is a financial advisor working out of Tampa, Florida with 2 years of industry experience. Kleck is on the advisory team at Florida Financial Advisors, LLC. During their career, Kleck has held roles at Florida Financial Advisors, Washington State University, City Of Dayton, Wine Valley Golf Club, F.V. Puget, Walla Walla Grain Growers, Dayton High School, Dayton Middle School and Trinity Wealth Securities, LLC. Kleck holds a Series 65 license, certifying them as an investment advisor representative, and is registered to work in Florida. Florida Financial Advisors, LLC is a financial advisory firm based in Tampa, FL. The company has offices in seven locations and a total of 170 people on staff. It manages $95 million in total assets among its 3,750 client accounts, placing it among the smaller financial advisory firms in the country by assets under management. The company offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically vary depending on which services are offered. Fees billed by Florida Financial Advisors, LLC most likely are comprised of some blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Florida Financial Advisors, LLC Brokerage Details
$94,820,946
170
3,750
$25,286
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Benjamin Kleck Work History
Benjamin has been registered as a financial advisor for 2 years.*
Trinity Wealth Securities, LLC
Florida Financial Advisors
Washington State University
City Of Dayton
Washington State University
Wine Valley Golf Club
Washington State University
F.V. Puget
Washington State University
Walla Walla Grain Growers
Dayton High School
Dayton High School
Dayton High School
Dayton High School
Dayton High School
Dayton Middle School
Dayton Middle School
*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 Benjamin Kleck 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 Florida Financial Advisors, LLC
Tampa, FL
Charlotte, NC
Jacksonville, FL
Tampa, FL
Jacksonville, FL
Tampa, FL
Miami, FL
Miami, FL
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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