William
Kleinert
Florida Financial Advisors, LLC
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About this Advisor
William Kleinert is a financial advisor based out of Tampa, Florida who has 2 years of relevant experience. Kleinert currently works for Florida Financial Advisors, LLC. Their career trajectory has included roles at Florida Financial Consultant, Doordash, Amazon, Kroger, Marquette University, Gnc, Clf Asset Management, University Of Wisconsin-Madison, Cnc Links, Sprecher'S Restaurant And Pub, Expedite Development LLC, Weber'S Of Valders, St. Norbert College, Manitowoc Lutheran High School and Trinity Wealth Securities. Kleinert maintains a Series 65 license, certifying them as an investment advisor representative, and is able to work in Florida. Florida Financial Advisors, LLC is a company headquartered in Tampa, FL. The company has offices in seven locations and a total of 170 people on staff. It has $95 million in total assets among its 3,750 customer accounts, placing it among the smaller investment advisory firms in the nation by assets under management. Florida Financial Advisors, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on the type of services. Fee types charged by Florida Financial Advisors, LLC can be comprised 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
William Kleinert Work History
William has been registered as a financial advisor for 2 years.*
Trinity Wealth Securities
Florida Financial Consultant
Doordash
Amazon
Kroger
Marquette University
Clf Asset Management
Gnc
Sprecher'S Restaurant And Pub
University Of Wisconsin-Madison
Cnc Links
Expedite Development LLC
Weber'S Of Valders
St. Norbert College
Manitowoc Lutheran High 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 William Kleinert 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
Philadelphia, PA
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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