Joseph
Kloeckner

Pr Wealth Management Group

CRD#5956328
Investment Advisor
in Las Vegas, NV

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About this Advisor

Joseph Kloeckner is a financial advisor based in Las Vegas, Nevada, working with Pr Wealth Management Group. Joseph has previously held positions at Mml Investor Services, LLC, Purshe Kaplan Sterling Investments, and Pr Wealth Management Group, Inc. Joseph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Nevada. Currently, Joseph is part of Pr Wealth Management Group, which operates out of Las Vegas, Nevada. The firm has 1 office and 4 employees. The firm manages assets totaling $127.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Pr Wealth Management Group includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

8235 S. Eastern Ave. Suite 160
Las Vegas, NV 89123

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Pr Wealth Management Group Brokerage Details

Total Assets Under Management

$127,000,057

NV Average: $6,674,516,078
Total Number of Employees

4

NV Average: 44
Total Number of Accounts

1,236

NV Average: 2,564
Average Account Size

$102,751

NV Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Joseph Kloeckner Work History

2021 - Present (4 years)

Purshe Kaplan Sterling Investments

2021 - Present (4 years)

Pr Wealth Management Group, Inc

2012 - 2021 (9 years)

Mml Investor Services, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Joseph Kloeckner 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 Pr Wealth Management Group

Joseph Kloeckner
Las Vegas, NV
Gregory Feese
Las Vegas, NV
David Perry
East Moline, IL
Joshua Robinson
East Moline, IL

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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