Kevin
Kleinfelter
Pruco Securities, LLC
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About this Advisor
Kevin Kleinfelter is a chartered financial consultant based out of Lebanon, Pennsylvania with a total of 12 years of relevant experience. Kleinfelter is an advisor for Pruco Securities, LLC. Over the course of their career, Kleinfelter has held roles at Prudential Insurance Company Of America and Pruco Securities, LLC. Kleinfelter has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Pennsylvania. Pruco Securities, LLC is an advisory firm that has its headquarters in Newark, NJ. It has offices in 42 locations and a total of 2,500 advisors. It oversees $14 billion in assets under management across its 106,737 accounts, making it one of the largest investment advisory firms in the United States by assets under management. Of its 106,737 client accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management usually depend on which services the firm provides the client. However, fee types charged by Pruco Securities, LLC most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pruco Securities, LLC Brokerage Details
$14,029,321,422
2,500
106,737
$131,438
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Kevin Kleinfelter Work History
Kevin has been registered as a financial advisor for 12 years.*
Prudential Insurance Company Of America
Pruco Securities, LLC
*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 Kevin Kleinfelter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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