Kurt Klingenberg
Kurt Klingenberg is a registered investment advisor at Raymond James & Associates, INC., based in Scottsdale, AZ, with 32 years of industry experience. Kurt is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
14850 N. Scottsdale Road, Suite 155, Scottsdale, AZ, 85254
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2024Customer Dispute
December 1999Other Business Activities
Kurt owns C & C Property Holdings LLC, which owns a family home, and is a trustee/successor trustee for Klingenberg, Kurt and Randi. He spends minimal time on each of these activities.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Edward JonesBroker
State Registrations45 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.
Exams
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