Leo
Klemme

Avantax Advisory Services

CRD#2737946
Investment Advisor
in Lafayette, IN

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About this Advisor

Leo Klemme is a personal financial specialist operating out of Lafayette, Indiana with 3 years of relevant experience. Klemme is an advisor for Avantax Advisory Services. Over the course of their career, they have held roles at Klemme & Co Pc, Leo Klemme, Klemme & Co, P.C, Cetera Financial Specialists LLC, Cetera Investment Advisers LLC, Avantax Investment Services, Inc, Avantax Insurance Agency LLC, Genworth, Avantax Advisory Services, Firm Land LLC, Kay Lee LLC, Mutual Of Omaha, United Health Care, J & K Z LLC, Lafayette Area Catholic Schools Foundation Inc and Benjamin Crossing Homeowners Association.Inc. Klemme has a Series 63 license, certifying them as a securities agent, and is able to operate in Indiana. Avantax Advisory Services is a registered investment company that has its headquarters in Coppell, TX. It has offices in 1,514 locations and a total of 2,433 employees. It controls $31 billion in assets under management between its 123,393 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 123,393 client accounts, just 6% are held by high-net-worth investors who have at least $1 million in investable assets. Avantax Advisory Services has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fees depend on which service is offered. Fee types charged by Avantax Advisory Services may include some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Personal Financial Specialist

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

428 N 4Th St
Lafayette, IN 47901

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$30,968,246,116

IN Average: $3,042,739,679
Total Number of Employees

2,433

IN Average: 49
Total Number of Accounts

123,393

IN Average: 2,315
Average Account Size

$250,972

IN Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Leo Klemme Work History

Leo has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Avantax Investment Services, Inc

2020 - Present (4 years)

Avantax Insurance Agency LLC

2020 - Present (4 years)

Avantax Advisory Services

2019 - Present (5 years)

J & K Z LLC

2017 - Present (7 years)

Benjamin Crossing Homeowners Association.Inc

2010 - Present (14 years)

Firm Land LLC

2003 - Present (21 years)

Leo Klemme

1996 - Present (28 years)

Kay Lee LLC

1988 - Present (36 years)

Klemme & Co Pc

1988 - Present (36 years)

Klemme & Co,P.C

1988 - Present (36 years)

United Health Care

1976 - Present (48 years)

Leo Klemme

1976 - Present (48 years)

Lafayette Area Catholic Schools Foundation Inc

1999 - 2020 (21 years)

Cetera Investment Advisers LLC

1996 - 2020 (24 years)

Cetera Financial Specialists LLC

1988 - 2021 (33 years)

Genworth

1988 - 2021 (33 years)

Mutual Of Omaha

*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 Leo Klemme 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 Avantax Advisory Services

Casey Radke
Irving, TX
Alexander Folken
Fullerton, CA
Shane Ellingson
Irving, TX
Brandon Melton
Irving, TX
Jeanne Helmar
Lansdale, PA
Travis Rivers
Mccordsville, IN
Andrew Smith
Gadsden, AL
Denissia Gordon
Dallas, TX

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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