Thomas
Kleptz
Turnstone Financial
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About this Advisor
Thomas Kleptz is a financial advisor operating out of Troy, Ohio, with 9 years of industry experience. Kleptz is on the advisory team at Turnstone Financial. Their career trajectory has included roles at Ot Financial, LLC D/B/A Turnstone Financial and Ot Financial, LLC D/B/A Onetrust Financial, Division Of Nitc, Na. Kleptz has a Series 65 license, which qualifies them as an investment advisor representative, and is approved to advise clients in Ohio. Turnstone Financial is a registered investment company that has its headquarters in Troy, OH. It controls $120 million in total assets between its 208 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 208 accounts, 22% belong to high-net-worth investors who have at least $1 million in investable assets. The firm has a set of services, including portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fee types charged by Turnstone Financial likely include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Turnstone Financial Brokerage Details
$119,740,646
2
208
$575,676
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Thomas Kleptz Work History
Thomas has been registered as a financial advisor for 9 years.*
Ot Financial, LLC D/B/A Turnstone Financial
Ot Financial, LLC D/B/A Onetrust Financial, Division Of Nitc, Na
*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 Thomas Kleptz 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 Turnstone Financial
Troy, OH
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