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Ronald Klenke

Private Client Services, LLC
36 Years of Experience
Saint Charles, MO
1 DisclosureBrokerSells Insurance
View SEC Summary
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Ronald Klenke is a registered investment advisor at Private Client Services, LLC, based in Saint Charles, MO, with 36 years of industry experience. Ronald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,765 clients with $1.4B in assets under management.

Private Client Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
685 advisors
Number of Clients
8,765 clients
Average Client Portfolio
$158K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1M+1.25%

Fees are negotiable based on client complexity and relationship size. Third-party manager marketplace adds 0.15% to 1.00% subscription fees. American Funds F2 program charges 0.25% to 1.00% flat rate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2085 Blue Stone Drive, Saint Charles, MO, 63303

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2003
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Ronald is an independent insurance agent and an advisory representative of a RIA, spending nearly full-time on the latter, including trading activities. He also serves as a board member for McKendree College and Glen Echo Country Club, dedicating minimal time to each, and works as an investment advisor at Cambridge Investment Research about a quarter of his time.

Employment History
Current Registrations
Private Client Services, LLCBroker
July 2025 - Present · 1 yr 3 mos
Axius Advisors LLC
October 2024 - Present · 2 yrs
Previous Registrations
Cambridge Investment Research, INC.Broker
June 2012 - July 2025 · 13 yrs 1 mo
Cambridge Investment Research Advisors, INC.
June 2012 - July 2025 · 13 yrs 1 mo
Sunset Financial Services, INC.
November 2011 - June 2012 · 7 mos
Sunset Financial Services, INC.Broker
November 2011 - June 2012 · 7 mos
Cambridge Investment Research Advisors, INC.
May 2010 - November 2011 · 1 yr 6 mos
Cambridge Investment Research, INC.Broker
May 2010 - November 2011 · 1 yr 6 mos
Renaissance Financial Corporate Education LLC
April 2005 - December 2007 · 2 yrs 8 mos
Securian Financial Services, INC.
January 2001 - May 2010 · 9 yrs 4 mos
Rf Advisors LLC
December 1998 - October 2004 · 5 yrs 10 mos
Securian Financial Services, INC.Broker
September 1994 - May 2010 · 15 yrs 8 mos
Equico Securities, INC.Broker
March 1992 - September 1994 · 2 yrs 6 mos
The Equitable Life Assurance Society of the United StatesBroker
March 1992 - September 1994 · 2 yrs 6 mos
Nylife Securities INC.Broker
August 1990 - April 1992 · 1 yr 8 mos
Hibbard Brown & CO., INC.Broker
February 1989 - August 1989 · 6 mos
State Registrations7 states
FLGAILKSMOSCTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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