Leo
Klemme
Avantax Advisory Services
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About this Advisor
Leo Klemme is a financial advisor based in Lafayette, Indiana, working with Avantax Advisory Services. Leo has previously held positions at Klemme & Co, P.C, Cetera Financial Specialists LLC, Cetera Investment Advisers LLC, Avantax Investment Services, Inc, Avantax Advisory Services, Firm Land LLC, Avantax Insurance Agency LLC, Genworth, United Health Care, J & K Z LLC, Leo Klemme, Lafayette Area Catholic Schools Foundation Inc, Benjamin Crossing Homeowners Association.Inc, Klemme & Co Pc, Kay Lee LLC, and Mutual Of Omaha. Leo has passed the Series 63 regulatory exam and is registered to provide services in Indiana. Currently, Leo is part of Avantax Advisory Services, which operates out of Lafayette, Indiana. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
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
- Educational seminars/workshops
- Other
Leo Klemme Work History
Avantax Investment Services, Inc
Avantax Advisory Services
Avantax Insurance Agency LLC
J & K Z LLC
Benjamin Crossing Homeowners Association.Inc
Firm Land LLC
Leo Klemme
Kay Lee LLC
Klemme & Co,P.C
Klemme & Co Pc
Leo Klemme
Lafayette Area Catholic Schools Foundation Inc
Cetera Investment Advisers LLC
Cetera Financial Specialists LLC
Genworth
United Health Care
Mutual Of Omaha
Disclosures
Please visit the SEC profile of Leo Klemme to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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