Michael Klenck
Michael Klenck is a registered investment advisor at Cetera Investment Advisers LLC, based in Mooresville, NC, with 31 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
223 Williamson Rd, Suite 104, Mooresville, NC, 28117
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael operates under the DBA REH Wealth, providing financial services since 2022, dedicating full-time hours to this. He also works as an independent insurance agent selling fixed insurance products since 2006, also dedicating full-time hours to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Wachovia Securities, INC.Broker
Banc of America Investment Services, INC.Broker
Nationsbanc Investments, INC.Broker
Fsc Securities CorporationBroker
Edward D. Jones & CO., L.P.Broker
Pnmr Securities, INC.Broker
Ba Investment Services, INC.Broker
Sentra Securities CorporationBroker
State Registrations6 states
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.