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Daniel Kleinheksel
29 Years of Experience
Holland, MI
1 DisclosureBroker
Daniel Kleinheksel is a registered investment advisor at Raymond James & Associates, INC., based in Holland, MI, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
150 Central Ave., Suite 200, Holland, MI, 49423
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2005Denied
Other Business Activities
Daniel is a partner in ID Property Partners, LLC, formed to hold the lease for their RJAS office. He spends minimal time on this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
October 2010 - Present · 15 yrs 7 mos
Raymond James & Associates, INC.Broker
August 2007 - Present · 18 yrs 9 mos
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, INC.Broker
October 1996 - August 2007 · 10 yrs 10 mos
State Registrations34 states
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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.