Aaron Klemm is a CFP-designated registered investment advisor, based in Grand Rapids, MI, with 16 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1100 4 Mile Road NW, Suite E, Grand Rapids, MI, 49544
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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 Activities
Aaron is involved with Inflection Point Wealth Management LLC, an investment-related activity, dedicating nearly all of his time to it.
Employment History
Current Registrations
Ifp Securities, LLCBroker
Independent Financial Partners
Previous Registrations
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations5 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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