Klaudia Conradt
Klaudia Conradt is a registered investment advisor at Conestoga Wealth Partners, based in Gig Harbor, WA, with 29 years of industry experience. Klaudia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Conestoga Wealth Partners offers financial planning services on an hourly and fixed fee basis.
- Hourly fees are up to $500 per hour, with firm partners generally charging $500 per hour and junior advisory representatives charging $280 per hour.
- Fixed fees generally range from $2,500 to $10,000, based on the hourly rate, estimated hours, and complexity.
Location
3226 Rosedale Street, Suite 200, Gig Harbor, WA, 98335
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2010Other Business ActivitiesSells Insurance
Klaudia sells fixed insurance products since 2021, dedicating minimal time to this activity. This is conducted at a branch location and is investment-related.
Employment History
Current Registrations
Conestoga Wealth Partners
Commonwealth Financial Network
Previous Registrations
Commonwealth Financial NetworkBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations1 state
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.