Daniel
Klein

Rfg Advisory, LLC

CRD#2549756
Investment Advisor
in Saint Louis, MO

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About this Advisor

Daniel Klein is a financial advisor based in Saint Louis, Missouri, working with Rfg Advisory, LLC. Daniel has previously held positions at Four Seasons Wealth Management, Lpl Financial LLC, Rfg Advisory, and Private Client Services. Daniel has passed the Series 63 regulatory exam and is registered to provide services in Missouri. Currently, Daniel is part of Rfg Advisory, LLC, which operates out of Saint Louis, Missouri. The firm has 46 offices and 195 employees. The firm manages assets totaling $3.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Rfg Advisory, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Three City Dr Suite 590
Saint Louis, MO 63141

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Rfg Advisory, LLC Brokerage Details

Total Assets Under Management

$3,859,253,984

MO Average: $1,620,585,161
Total Number of Employees

195

MO Average: 52
Total Number of Accounts

17,871

MO Average: 1,560
Average Account Size

$215,951

MO Average: $1,038,837

Investment Advisory Services

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

Daniel Klein Work History

2018 - Present (7 years)

Private Client Services

2014 - Present (11 years)

Rfg Advisory

2009 - Present (16 years)

Four Seasons Wealth Management

2009 - 2018 (9 years)

Lpl Financial LLC

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Disclosures

Please visit the SEC profile of Daniel Klein 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 Rfg Advisory, LLC

Casey Marshall
Birmingham, AL
Emily Donaldson
Saint Louis, MO
Michael Smith
Birmingham, AL
Susan Auer
Colorado Springs, CO
Sean Cawley
Brentwood, TN
Christopher Rogers
Birmingham, AL
Counce Drinkard
Birmingham, AL
Kevin Murphy
Saint Louis, MO

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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