Leo Klemme is a PFS-designated registered investment advisor, based in Lafayette, IN, with 29 years of industry experience.
Location
428 N 4th St, Lafayette, IN, 47901
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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
Leo is involved in several business activities, including co-trustee of a trust that owns farmland, CEO of Kay Lee LLC (rental property), and CEO of Klemme & Co PC (accounting services/tax preparation). He also sells equity indexed annuities and fixed annuities, and owns/manages an office building.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Hochman & Baker Securities, INC.Broker
State Registrations5 states
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