Kristoffer
Klingelhoeffer
Exencial Wealth Advisors
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About this Advisor
Kristoffer Klingelhoeffer is a financial advisor working out of Oklahoma City, Oklahoma, with a total of 4 years of relevant experience. Klingelhoeffer works at Exencial Wealth Advisors. During their career, Klingelhoeffer has held roles at Charles Schwab & Co., Inc, N/A, Charles Schwab Bank and Exencial Wealth Advisors. Klingelhoeffer maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is registered to work in Connecticut, Oklahoma and Texas. Exencial Wealth Advisors is a financial advisory firm based in Oklahoma City, OK. The firm has offices in 12 locations and a total of 114 advisors. It controls $4 billion in assets among its 4,629 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 33 charities and foundations. Of its 4,629 accounts, 45% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Exencial Wealth Advisors provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules largely are based on which services the firm provides the client. Fees charged by Exencial Wealth Advisors most likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Exencial Wealth Advisors Brokerage Details
$3,769,638,990
114
4,629
$814,353
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Kristoffer Klingelhoeffer Work History
Kristoffer has been registered as a financial advisor for 4 years.*
Exencial Wealth Advisors
Charles Schwab Bank
Charles Schwab & Co., Inc
N/A
*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 Kristoffer Klingelhoeffer 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 Exencial Wealth Advisors
Old Lyme, CT
Dallas, TX
Dallas, TX
Huntersville, NC
Oklahoma City, OK
Oklahoma City, OK
Huntersville, NC
Huntersville, NC
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