KS
KS

Klaus Spielkamp

20 Years of Experience
Broker
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
14 advisors
Number of Clients
27 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$56.6M

Fee Structure

Minimum Investment:$1M
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Location

200 S. Biscayne Blvd., Suite 2200, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Klaus works as a Senior Trader for Banco Itau International, trading various financial instruments for clients. He dedicates a few hours per week to this activity during normal business hours.

Employment History
Current Registrations
Itau International Securities INC.
April 2024 - Present · 1 yr 10 mos
Itau International Securities INC.Broker
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Xp Advisory US, INC.
May 2023 - April 2024 · 11 mos
Xp Investments US, LLCBroker
June 2022 - April 2024 · 1 yr 10 mos
Bulltick Wealth Management, LLC
April 2022 - May 2022 · 1 mo
Bulltick, LLCBroker
April 2009 - May 2022 · 13 yrs 1 mo
Bulltick Securities, LLCBroker
November 2006 - September 2014 · 7 yrs 10 mos
Bulltick, LLCBroker
October 2004 - September 2008 · 3 yrs 11 mos
State Registrations5 states
CACTFLNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.