Richard
Klenk

Alliant Retirement Consulting

CRD#6137923
Investment Advisor
in Alpharetta, GA

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About this Advisor

Richard Klenk is a financial advisor based in Alpharetta, Georgia, working with Alliant Retirement Consulting. Richard has previously held positions at Pfs Investments Inc, Primerica Financial Services, Universal Weather & Aviation, American Jet International, Bbva, Pnc Investments LLC, Alliant Retirement Consulting, Cetera Advisor Networks, and Alliant Insurance Services, Inc. Richard has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Richard is part of Alliant Retirement Consulting, which operates out of Alpharetta, Georgia. The firm has 8 offices and 23 employees. The firm manages assets totaling $144.0 million and offers pension consulting services. The fee structure at Alliant Retirement Consulting includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

1125 Sanctuary Parkway Suite 300
Alpharetta, GA 30009

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Alliant Retirement Consulting Brokerage Details

Total Assets Under Management

$144,000,000

GA Average: $3,570,121,308
Total Number of Employees

23

GA Average: 58
Total Number of Accounts

47

GA Average: 1,608
Average Account Size

$3,063,830

GA Average: $2,220,225

Investment Advisory Services

  • Pension consulting services

Richard Klenk Work History

2024 - Present (0 year)

Cetera Advisor Networks

2023 - Present (1 year)

Alliant Retirement Consulting

2023 - Present (1 year)

Alliant Insurance Services, Inc

2021 - 2021 (< 1 year)

Bbva

2021 - 2023 (2 years)

Pnc Investments LLC

2016 - 2017 (1 year)

American Jet International

2014 - 2021 (7 years)

Pfs Investments Inc

2012 - 2021 (9 years)

Primerica Financial Services

2011 - 2014 (3 years)

Universal Weather & Aviation

Disclosures

Please visit the SEC profile of Richard Klenk 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 Alliant Retirement Consulting

Robert Knowles
Oklahoma City, OK
Shakeil Becker
Seattle, WA
Matthew Graser
New York, NY
Jonathan Taporco
Austin, TX
Matthew Webb
Fresno, CA
Julia Mendak
New York, NY
Ryan Barnett
Alpharetta, GA
Andrew Denler
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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