Korey Kletschke
Korey Kletschke is a CFP, ChFC-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Dakota Dunes, SD, with 13 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
400 Gold Circle, Suite 220, Dakota Dunes, SD, 57049
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Regulatory History (1)
Regulatory
July 2016Other Business Activities
Korey is the president of the Siouxland Estate Planning Council, coordinating meetings and greeting members. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Principal Securities, INC.Broker
State Registrations40 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.