Klindt Ginsberg is a registered investment advisor at D.A. Davidson & CO., based in Carlsbad, CA, with 33 years of industry experience. Klindt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Opus Plaza 1, 1925 Palomar Oaks Way, Suite 300, Carlsbad, CA, 92008
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Klindt owns rental property in Indio, CA, since 2008, but devotes no time to it. He also refers clients to his wife, a residential real estate agent at San Diego Residential Solutions SRS Inc., since 2018.
Employment History
Current Registrations
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
Previous Registrations
Crowell Weedon & CO.Broker
Crowell Weedon & CO.
Crowell, Weedon & CO.
Crowell, Weedon & CO.Broker
The Seidler Companies IncorporatedBroker
The Boston GroupBroker
Cruttenden Roth IncorporatedBroker
State Registrations42 states
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