Dennis
Klimes
Clearwater Advisors, LLC
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About this Advisor
Dennis Klimes is a financial advisor based in Bloomfield Township, Michigan, working with Clearwater Advisors, LLC. Dennis has previously held positions at Morgan Stanley Smith Barney, Merrill Lynch, Pierce, Fenner & Smith Inc, Clearwater Advisors, Prime Advisors, Inc, and Bank Of America N.A. Dennis has passed the Series 65, Series 66, and Series 63 regulatory exams and is registered to provide services in California, Idaho, Michigan, and Washington. Currently, Dennis is part of Clearwater Advisors, LLC, which operates out of Bloomfield Township, Michigan. The firm has 3 offices and 10 employees. The firm manages assets totaling $3.8 billion and offers services including portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Clearwater Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Clearwater Advisors, LLC Brokerage Details
$3,797,719,931
10
78
$48,688,717
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Dennis Klimes Work History
Clearwater Advisors
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
Prime Advisors, Inc
Morgan Stanley Smith Barney
Disclosures
Please visit the SEC profile of Dennis Klimes 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 Clearwater Advisors, LLC
Boise, ID
Boise, ID
Boise, ID
Salem, OR
Bloomfield Township, MI
Boise, ID
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